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- Tasks: Join our Financial Planning Academy and support financial planners while gaining hands-on experience.
- Company: Attivo is a privately owned Lifestyle Financial Planning firm focused on client trust and transparency.
- Benefits: Enjoy a £25,000 starting salary, flexible working, and fully funded study support for your diploma.
- Why this job: Be part of a supportive team that champions your growth and offers a clear career path to Chartered Planner.
- Qualifications: 5 GCSEs (A-B), 3 A Levels (B), and a 2:1 degree preferred; financial services experience is a plus.
- Other info: Hybrid role with three office days; travel to Cheltenham for training may be required.
The predicted salary is between 20000 - 24000 £ per year.
Are you ready to build a rewarding career in Financial Services? Do you aspire to become a Chartered Financial Planner? Are you looking for a supportive and inclusive company that will champion your development and invest in your professional qualifications? At Attivo, we are entering an exciting phase of growth and are looking for passionate individuals to join our Financial Planning Academy as trainee team members. This is a fantastic opportunity to be part of a collaborative and welcoming environment where your growth and well-being are genuinely supported.
About Attivo: Attivo are Lifestyle Financial Planners. We are a privately owned company. We prefer it that way. It means we are free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our client's lifestyle needs. Whether you are a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About the role: As part of our Technical Excellence Centre, you will benefit from structured study support and hands-on learning. During your first six months, you will begin your fully funded Diploma in Regulated Financial Planning, with mentoring and guidance every step of the way. From there, we offer a clear and empowering career path - from Financial Planning Associate to Chartered Financial Planner - through our internal training Academy. We believe that balance matters. That is why we embrace hybrid working and offer flexible work policies to help you thrive both professionally and personally. For this role, we ask that you spend three days per week in the office and be available to travel to our Cheltenham Head Office on occasion for training. We are ideally looking for candidates who can commute to our offices in Harrogate, Darlington or Liverpool.
Main responsibilities:
- Secure and deliver information from the initial data gathering request so that it can progress through to completion
- Liaise with product providers and insurance companies to obtain policy and plan information in a timely manner
- Assist Financial Planners with portfolio reviews via analysis, compilation, and completion of in-house client reports/meeting packs
- Prepare client Annual Review letters
- Ensure compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner with full and accurate information
- Maintain and proactively secure product, technical, and regulatory knowledge to enhance personal performance.
Qualifications, skills and experience:
- Minimum 5 GCSEs graded A-B (6) or equivalent, including Maths and English
- Minimum 3 B grades at A Level or equivalent (preferably including Maths)
- 2:1 or above degree (preferably in Accountancy, Law or Business)
- Financial Services experience is beneficial
- Industry exams are beneficial (Ideally studying for the CII Level 4 Diploma in Regulated Financial Planning)
- Must have an aspiration to become a Financial Planner or Paraplanner
- Excellent interpersonal, listening, numerical and IT skills
- Excellent written/verbal communication skills
- Good organisational, time management, and caseload management skills
- Ability to work well under pressure while maintaining excellent attention to detail.
Salary and benefits:
£25,000 rising to £30,000 on completion of the Diploma in Regulated Financial Planning. We provide fully funded study support to help you achieve this. Attivo also offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working are available
- Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy: Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy: Please visit our website to view our full privacy policy for prospective employees.
Financial Planning Academy (Hybrid) employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Academy (Hybrid)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Planner. Understanding the key responsibilities and challenges faced by Financial Planners will help you demonstrate your enthusiasm and readiness for the position during interviews.
✨Tip Number 2
Network with professionals in the financial planning field. Attend industry events or join relevant online forums to connect with current Financial Planners. This can provide you with insights into the role and may even lead to valuable referrals.
✨Tip Number 3
Showcase your commitment to professional development. Since Attivo offers fully funded study support, express your eagerness to pursue qualifications like the Diploma in Regulated Financial Planning. Highlight any relevant courses or certifications you've completed.
✨Tip Number 4
Prepare thoughtful questions about the company culture and growth opportunities during your interview. This demonstrates your genuine interest in becoming part of their team and shows that you value a supportive work environment.
We think you need these skills to ace Financial Planning Academy (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a trainee in the Financial Planning Academy. Emphasise any financial services experience, academic achievements, and your aspiration to become a Financial Planner.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to grow within the industry. Mention why you are drawn to Attivo specifically, and how their values resonate with your career goals.
Highlight Relevant Qualifications: Clearly list your qualifications, especially your GCSEs and A Levels, as well as any relevant degrees. If you have started or completed any industry exams, such as the CII Level 4 Diploma, make sure to mention these as they are beneficial for the role.
Showcase Soft Skills: In your application, emphasise your interpersonal, communication, and organisational skills. Provide examples of how you've demonstrated these skills in previous roles or academic settings, as they are crucial for success in this position.
How to prepare for a job interview at Attivo Group
✨Research Attivo Thoroughly
Before your interview, make sure to research Attivo's values, mission, and services. Understanding their approach to financial planning and client relationships will help you align your answers with their expectations.
✨Showcase Your Passion for Financial Planning
Express your enthusiasm for becoming a Chartered Financial Planner. Share any relevant experiences or studies that demonstrate your commitment to the field and your desire to grow within the company.
✨Prepare for Technical Questions
Be ready to discuss financial concepts and regulations, especially those related to the Diploma in Regulated Financial Planning. Brush up on your knowledge of compliance procedures and industry standards to impress your interviewers.
✨Demonstrate Strong Interpersonal Skills
Since the role involves liaising with clients and product providers, highlight your communication and interpersonal skills. Provide examples of how you've successfully worked in teams or managed client relationships in the past.
