At a Glance
- Tasks: Support the financial planning team with administrative tasks and client management.
- Company: Join Attivo, a lifestyle financial planning firm focused on client success.
- Benefits: Enjoy a competitive salary, flexible working, and a generous holiday allowance.
- Other info: Work in a supportive environment with excellent career growth opportunities.
- Why this job: Make a real difference in clients' lives while developing your financial services skills.
- Qualifications: Experience in financial services and strong organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. 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.
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: 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 offices in Liverpool, Cheltenham, Reading (Theale), Fareham and Cardiff.
About 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 | Fareham, UK employer: Attivo Group
Attivo is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to transparency and client-centric service, the company fosters a supportive work culture that encourages collaboration and innovation. Employees benefit from a generous holiday allowance, flexible working arrangements, and a comprehensive non-contributory pension scheme, making it an ideal place for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator | Fareham, UK
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Attivo. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by researching Attivo’s values and approach. They pride themselves on transparency and client focus, so think about how your experience aligns with their ethos and be ready to share examples.
✨Tip Number 3
Show off your organisational skills during the interview! Bring a portfolio of your past work or examples of how you’ve managed client data effectively. This will demonstrate your attention to detail and readiness for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Attivo.
We think you need these skills to ace Financial Planning Administrator | Fareham, UK
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!
Show Off Your Attention to Detail:Since this role is all about accuracy and organisation, be sure to showcase your attention to detail in your application. Use specific examples from your past work where you maintained client records or processed data accurately. We love seeing how you’ve nailed this in previous roles!
Keep It Professional Yet Personal:While we want to see your professional side, don’t be afraid to let your personality shine through! A friendly tone can make your application stand out. Just remember to keep it professional, especially when discussing your experience and skills.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Attivo and what we stand for!
How to prepare for a job interview at Attivo Group
✨Know Your Financial Stuff
Brush up on your financial services knowledge, especially regarding platforms like Abrdn, Aviva, and AJ Bell. Being able to discuss these in detail will show that you’re not just familiar with the industry but also ready to hit the ground running.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed client data and maintained CRM systems in previous roles. Highlighting your attention to detail and time management skills will resonate well with the interviewers, as these are crucial for a Financial Planning Administrator.
✨Demonstrate Your Team Spirit
Since this role involves supporting a team, be ready to share instances where you’ve collaborated effectively with colleagues. Discuss how you’ve contributed to improving workflows or processes, which aligns with their emphasis on teamwork and efficiency.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and how they support their employees' professional development. This shows your genuine interest in the role and helps you gauge if Attivo is the right fit for you.
