Financial Planning Administrator

12 hours ago


Liverpool, Liverpool, United Kingdom Attivo Group Full time
Financial Planning Administrator Role

Attivo Group is a leading provider of lifestyle financial planning services. We are seeking an experienced Financial Planning Administrator to join our team in Cheltenham.

Key Responsibilities:
  • Provide administrative support to our Financial Planners, ensuring efficient and effective management of client data and records.
  • Input and maintain new business data in client management systems, ensuring accuracy and up-to-date information.
  • General administration support to the wider Financial Planning team, including meeting preparation and client inquiries.
  • Maintain CRM system to keep Financial Planners updated throughout the processing of business.
  • Onboard and offboard clients, updating CRM and informing providers as required.
  • Support Financial Planning Associates with MIFID statements as needed.
Requirements:
  • Previous experience in a similar role, supporting a Financial Advisor or Planner, or working in a Financial Planning firm.
  • Fast learner, able to pick up new skills quickly and seek out learning opportunities.
  • Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English.
  • Experience of Financial Planning or Wealth Management.
What We Offer:
  • Competitive salary up to £27,000 depending on experience.
  • Non-contributory Pension Scheme.
  • Private Medical Insurance.
  • Parking allowance.
  • Generous holiday allowance, rising with length of service.
  • Flexible working and work-from-home options.

Attivo Group is committed to being an Equal Opportunities employer. Any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). Please visit our website to view our full privacy policy for prospective employees.



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