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- Tasks: Coordinate client allocations and ensure smooth transitions across the business.
- Company: Attivo is a privately owned financial planning firm focused on client satisfaction and transparency.
- Benefits: Enjoy flexible working, generous holiday allowance, private medical insurance, and a non-contributory pension scheme.
- Why this job: Join a supportive team where your attention to detail makes a real impact on client outcomes.
- Qualifications: 2+ years in financial planning or admin, strong Excel skills, and excellent communication abilities required.
- Other info: This entry-level role offers a chance to grow in a dynamic environment with a focus on employee wellbeing.
The predicted salary is between 24000 - 40000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re 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 fulfilment of our clients lifestyle needs. Whether you’re 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
We are looking for a proactive and detail-oriented Allocations Coordinator to join our Marketing team. This is a unique and rewarding opportunity to support the seamless transition of clients across our national business. You’ll play a key role in delivering excellent client outcomes by coordinating allocation activity following acquisitions, Financial Planner movements, or service changes. Working closely with the Client Engagement Manager, Financial Planners, and other business stakeholders, you’ll ensure that every client transition is handled with professionalism, accuracy, and care. This is a varied and fast-paced role that requires strong coordination skills, high attention to detail, and the ability to manage competing priorities.
About You
You are a highly organised and motivated individual with a strong background in Financial Planning administration or client services. You thrive in a structured, process-driven environment, and you take pride in delivering accurate, consistent work. You are confident using systems like Intelligent Office and Excel (v-lookups, filtering), and you’re comfortable working independently to tight deadlines. You are professional and discreet, with excellent communication skills and a genuine commitment to delivering positive client outcomes.
Key Responsibilities Include
- Coordinating the allocation and reallocation of clients across the business
- Maintaining accurate records in Intelligent Office (iO) and other internal systems
- Liaising with internal stakeholders to gather handover information and arrange meetings
- Preparing internal communications to support allocation activity
- Supporting tracking and reporting on ‘at risk’ clients and allocation progress
- Ensuring provider records are updated following allocation changes
- Supporting consistent client communication in partnership with Marketing
- Responding to allocation queries in a timely and professional manner
- Supporting the delivery of monthly reporting to the Allocations Board
Essential Skills And Experience
- At least 2 years’ experience in a Financial Planning or administrative support role
- Strong Excel and IT skills, including v-lookups
- High attention to detail and a methodical approach
- Excellent organisational and interpersonal skills
- Experience using Intelligent Office (Intelliflo)
- Ability to manage multiple priorities independently
Desirable Skills And Experience
- Understanding of Attivo’s services and client allocation process
- Progress toward Financial Planning qualifications
Salary and benefits up to £40,000 depending on experience. Attivo Also Offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
- Work from home and flexible working 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.
Client Allocations Coordinator - Financial Services employer: Attivo
Contact Detail:
Attivo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Allocations Coordinator - Financial Services
✨Tip Number 1
Familiarise yourself with Attivo's services and client allocation process. Understanding their unique approach will not only help you in interviews but also demonstrate your genuine interest in the company.
✨Tip Number 2
Brush up on your Excel skills, especially v-lookups and filtering. Being confident in these areas will show that you're ready to handle the data management aspects of the role effectively.
✨Tip Number 3
Network with current or former employees of Attivo if possible. They can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 4
Prepare to discuss your experience in financial planning administration or client services. Be ready to share specific examples of how you've successfully managed competing priorities in previous roles.
We think you need these skills to ace Client Allocations Coordinator - Financial Services
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and required skills. Tailor your application to highlight how your experience aligns with the role of a Client Allocations Coordinator.
Highlight Relevant Experience: Emphasise your background in Financial Planning administration or client services. Provide specific examples of your organisational skills, attention to detail, and any experience with systems like Intelligent Office and Excel.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your motivation for applying to Attivo. Mention your understanding of their values and how you can contribute to their mission of delivering excellent client outcomes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for this role.
How to prepare for a job interview at Attivo
✨Know the Company Inside Out
Before your interview, take some time to research Attivo thoroughly. Understand their values, services, and client approach. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Highlight Relevant Experience
Make sure to emphasise your background in Financial Planning administration or client services. Be ready to discuss specific examples of how you've successfully managed client transitions or coordinated activities in previous roles.
✨Demonstrate Your Attention to Detail
Given the role's emphasis on accuracy and detail, prepare to showcase your organisational skills. You might be asked about how you handle competing priorities, so have a few strategies ready to share that illustrate your methodical approach.
✨Prepare Questions for Your Interviewers
Having thoughtful questions prepared shows your engagement and enthusiasm for the role. Consider asking about the team dynamics, the tools they use for client management, or how success is measured in this position.
