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- Tasks: Support an Associate Director and clients, ensuring smooth coordination of activities.
- Company: Attivo, a privately owned Lifestyle Financial Planning company focused on client trust.
- Benefits: Negotiable salary, generous holiday allowance, private medical insurance, and flexible working options.
- Other info: Excellent culture promoting employee wellbeing and engagement.
- Why this job: Join a supportive team and make a real impact on clients' financial journeys.
- Qualifications: 3 years in a similar role, strong interpersonal skills, and knowledge of Intelliflo.
The predicted salary is between 30000 - 40000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We are a privately owned company, which allows us 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 key role in supporting an Associate Director and their clients, ensuring the smooth coordination of all related activities. Working closely with the wider Associate Director support team, you will help deliver an efficient, high-quality service that enables exceptional client outcomes. This role is integral to ensuring the Associate Director is fully prepared for client meetings, managing diaries effectively, monitoring team workflows, and delegating tasks to maintain capacity and service standards. You will provide comprehensive administrative support, including the preparation of reports and correspondence, maintaining accurate and timely records across systems such as Intelliflo, and managing leads, prospects, and existing client relationships. With a strong focus on client experience, you will communicate confidently across multiple channels, maintain up-to-date knowledge of business processes and services, and contribute to wider business projects that support growth and continuous improvement.
About you
You are an organized and proactive Financial Planning Administrator with at least three years' experience in a similar role within Financial Planning. You are confident supporting the preparation of client meetings, coordinating diaries for Associate Directors and Financial Planners, booking meetings, and maintaining accurate records using Intelliflo or a similar system. You enjoy working in a client-facing role and act as a key point of contact for client queries, communicating professionally and effectively at all times. You are highly detail-oriented, able to work well under pressure, and comfortable processing new business, withdrawals, and general plan maintenance while ensuring clients are kept fully informed. With excellent interpersonal, numerical, and IT skills, you work on your own initiative and as a supportive team member, consistently demonstrating professionalism, discretion, and a strong commitment to delivering an exceptional client experience.
Key Responsibilities
- Ensuring that the Associate Director is fully equipped to deliver client meetings to the highest standard.
- Diary management of the Associate Director and support team, ensuring efficiencies.
- Monitor the workflow of the team and ensure work is completed in a timely fashion.
- Providing an excellent client experience to all clients of Attivo, communicating in writing, over the telephone or in person.
- Delegate work to the team to ensure capacity is managed.
- Providing full administrative support to the Associate Director, including producing letters and reports as required.
- Ensuring all systems, including Intelliflo, are updated in a timely manner.
- Ensure that all lead, organic prospect and existing client relationships are managed effectively.
- Proactively maintain an up-to-date knowledge of the business processes and service offerings to our clients.
- Provide project support to the wider business as required to support business changes and growth.
Essential skills and experience
- Minimum 5 GCSEs graded A-C (6), or equivalent, to include Maths and English.
- 3 years' experience in a similar role within Financial Planning.
- Existing knowledge of Intelliflo or a similar customer relationship/financial management tool.
- Client facing experience.
- Excellent interpersonal, listening, numerical and IT skills.
- Ability to work on own initiative.
- Professional, ethical, and discreet.
- Ability to build and maintain ongoing client relationships.
- Ability to work well under pressure whilst maintaining excellent attention to detail.
Desirable skills and experience
- Relevant professional qualifications.
- Experience working as a PA or EA within professional services.
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.
Senior Financial Planning Administrator | Fareham, UK employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator | Fareham, UK
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, 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 services. Show them you’re not just another candidate; you’re genuinely interested in their approach to client relationships and how you can contribute to their mission.
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, being able to articulate your thoughts clearly and confidently will set you apart. Consider mock interviews with friends or family to get comfortable.
✨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 Attivo team!
We think you need these skills to ace Senior Financial Planning Administrator | Fareham, UK
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Financial Planning Administrator role. Highlight your relevant experience in financial planning and how it aligns with Attivo's values of transparency and client focus.
Showcase Your Skills: Don’t forget to emphasise your organisational and communication skills. Mention specific tools like Intelliflo that you’ve used, as this will show you’re ready to hit the ground running and support the Associate Director effectively.
Be Professional Yet Personable: While professionalism is key, don’t shy away from letting your personality shine through. Attivo values a strong client experience, so showing your interpersonal skills can set you apart from other candidates.
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 without any hiccups!
How to prepare for a job interview at Attivo Group
✨Know Your Stuff
Before the interview, make sure you’re familiar with Attivo’s values and approach to financial planning. Understand their commitment to transparency and client relationships, as this will help you align your answers with what they value most.
✨Showcase Your Experience
Be ready to discuss your previous roles in financial planning. Highlight specific examples where you’ve successfully managed diaries, coordinated meetings, or improved client experiences. This will demonstrate your capability and fit for the role.
✨Prepare Questions
Think of insightful questions to ask during the interview. Inquire about the team dynamics, how they measure client satisfaction, or what tools they use for workflow management. This shows your genuine interest in the role and the company.
✨Demonstrate Your Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly and professionally. Whether it’s through mock interviews or speaking with friends, ensure you can communicate effectively across various channels.