At a Glance
- Tasks: Support the financial planning team and ensure a seamless client experience.
- Company: Attivo, a lifestyle-focused financial planning company with a commitment to transparency.
- Benefits: Negotiable salary, generous holiday allowance, private medical insurance, and flexible working options.
- Other info: Opportunity for career growth in a positive work culture.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 28800 - 43200 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company. 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 fulfilling our clients' lifestyle needs.
About The Role
As a Financial Planning Administrator, you will play a pivotal role in supporting the financial planning team to deliver a seamless client experience. This role involves providing comprehensive administrative assistance and ensuring the smooth and efficient processing of client requirements. You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work. You will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery. This role would require the successful application to work from the office for a minimum of 3 days per week and could be based in any of our regional offices, including Cheltenham, Cardiff, Liverpool, Darlington, Fareham or Harrogate.
About The You
You are a detail-oriented and highly organised professional with a strong background in financial planning administration. Your proven experience in supporting financial advisors and managing client information equips you to excel in maintaining accurate client records, processing updates, and handling onboarding and offboarding tasks. Proficient in maintaining CRM systems and ensuring data integrity, you prioritise clear communication and adherence to SLAs. You have excellent time management skills and an ability to work effectively under pressure. You take initiative to review workflows, optimise processes, and support your colleagues to ensure smooth departmental operations. You have excellent interpersonal skills, along with a commitment to professionalism, discretion, and ethical conduct.
Key Responsibilities Include
- The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
- Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
- Processing fund switches and claims for clients.
- General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
- Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
- The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding or removing fees.
- Support with Financial Planning Associates with MIFID statements as required.
- Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
- In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
Essential Skills And Experience
- Experience in Financial Services
- Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
- Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English
- Previous experience supporting a Financial Advisor
- Good organisational, time management skills and effective caseload management
- Ability to work well under pressure while maintaining excellent attention to detail
- Ability to work on own initiative, sometimes for long periods of time
- Professional, ethical, and discreet
Desirable Skills And Experience
- Relevant professional qualifications
- Educated to a degree level would be advantageous
Salary and Benefits
Negotiable depending on experience. Attivo Also Offers:
- Non-contributory Pension Scheme (8%)
- 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 regarding posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
Financial Planning Administrator in Cheltenham employer: Attivo Group
Attivo is an exceptional employer that prioritises the well-being and growth of its employees while maintaining a strong focus on client satisfaction. With a generous benefits package including a non-contributory pension scheme, private medical insurance, and flexible working options, Attivo fosters a supportive and engaging work culture that encourages professional development. Located in various regional offices, including Cheltenham and Cardiff, employees enjoy a collaborative environment where their contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching Attivo and understanding their approach to client relationships. Tailor your responses to show how your skills align with their values of transparency and trust.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in financial planning administration and how it can benefit the team at Attivo.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Attivo team and contributing to their mission.
We think you need these skills to ace Financial Planning Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planning Administrator role. Highlight your experience in financial services and any relevant skills that match what we're looking for. This shows us you’re genuinely interested and have done your homework!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, include examples in your application that demonstrate your organisational skills and accuracy. Whether it’s managing client data or processing submissions, let us know how you’ve excelled in these areas before.
Communicate Clearly:We value clear communication, so make sure your application is well-structured and easy to read. Avoid jargon unless it’s relevant, and keep your language professional yet approachable. This will give us a taste of how you communicate with clients and colleagues.
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Attivo and our culture!
How to prepare for a job interview at Attivo Group
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of client management systems and be familiar with platforms like Abrdn, Aviva, and AJ Bell. This will show that you're not just a paper pusher but someone who understands the industry.
✨Show Off Your Organisational Skills
Prepare examples of how you've managed client information and maintained accurate records in previous roles. Being detail-oriented is key for this position, so highlight your time management skills and any processes you've optimised in the past.
✨Practice Clear Communication
Since you'll be liaising with clients and providers, practice articulating your thoughts clearly. You might want to role-play common client scenarios or inquiries to demonstrate your interpersonal skills during the interview.
✨Be Ready to Discuss Teamwork
This role involves supporting a team, so be prepared to discuss how you've collaborated with others in the past. Share specific instances where you’ve helped colleagues or contributed to a project, showcasing your commitment to professionalism and ethical conduct.
