Financial Planning Administrator - 12-month FTC | Fareham, UK

As a Financial Planning Administrator, you will play a key role in supporting the Associate Director and helping to deliver a seamless and professional experience for clients of Attivo. Working closely with the wider support team, you will coordinate administrative activities, manage workflows and ensure the Associate Director is fully prepared to deliver client meetings and ongoing client service to the highest standard. This role is responsible for providing efficient day‑to‑day administrative and diary management support, maintaining accurate systems and records, and ensuring client communications are handled professionally and promptly. You will also support the wider team by helping to manage workload capacity, coordinating tasks effectively and contributing to business projects and process improvements where required. The successful applicant would be required to work from an Attivo office for a minimum of three days per week. This role is a 12-month fixed term contract.

You are an organised, proactive and client‑focused individual with previous experience working within a Financial Planning environment. Comfortable managing multiple priorities in a fast‑paced setting, you have strong attention to detail and take pride in delivering a high standard of administrative support and client service. You have excellent interpersonal, communication and IT skills, with the confidence to build positive relationships with clients, advisers and colleagues alike. Experience using Intelliflo or a similar financial planning or CRM system is essential, alongside the ability to work independently, use initiative and maintain professionalism and discretion at all times. We are looking for someone who is supportive, collaborative and committed to delivering an exceptional client experience, while ensuring work is completed accurately and efficiently.

Key Responsibilities Include:

• Supporting the preparation of client meetings to ensure that collated documentation is accurate.
• Scheduling and arranging client meetings, sending confirmations and coordinating administration tasks on the CRM.
• Providing full administrative support to the Associate Director, including producing letters and reports, as required.
• Monitoring the workflow of the team, delegating tasks, and ensuring all work is completed in a timely manner.
• Coordinating the diaries of the Associate Director and the supporting team.
• Acting as the main point of contact for client queries and delivering an excellent client experience.
• Producing planning meeting letters and general correspondence to clients where required.
• Processing withdrawals and handling general plan/policy maintenance, such as LOAs, change‑of‑address requests, deceased client processing, etc.
• Collating, processing and monitoring the required documentation to ensure new business is successfully implemented.
• Ensuring all lead, organic prospect and existing client relationships are managed effectively.
• Ensuring all systems are kept up‑to‑date and compliant.

Essential Skills and Experience:

• A minimum of 5 GCSEs at grade A‑5 (or equivalent), including Maths and English.
• Previous experience supporting a Financial Advisor.
• Experience with providers/platforms such as Abrdn, Aviva, Fidelity, AJ Bell, etc.
• Existing knowledge of Intelliflo or a similar customer relationship/financial management tool.
• Client‑facing experience.
• Excellent organisational skills and close attention to detail.
• Proficiency in Microsoft Office applications, particularly Word, Excel and Outlook (Office 365).
• Strong verbal and written communication skills, with the ability to produce well‑presented documents.
• Capacity to manage multiple tasks and prioritise workload effectively.
• Ability to handle sensitive and confidential information with discretion and professionalism.

Desirable Skills and Experience:

• Diploma in Regulated Financial Planning or a desire to work towards it.
• Experience working as a PA or EA within professional services.

Salary and benefits: Negotiable, depending on experience.

Attivo Also Offers:

• Non‑contributory pension scheme.
• Private medical insurance.
• Income protection.
• Critical illness cover.
• Death in service.
• Generous holiday allowance, rising with length of service.
• Hybrid working.
• Subsidised parking.
• 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 is 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.

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