Financial Planning Administrator - 12-month FTC in Cheltenham

Financial Planning Administrator - Associate Director Team - 12 month fixed term contract

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 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 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.

About You

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.

This role is suitable for those based near our Cheltenham, Fareham, Theale/Reading, or Cardiff office.

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.
• Produce Planning Meeting letters and general correspondence to clients where required.
• Process withdrawals and handle general plan/policy maintenance, such as LOAs, change-of-address requests, deceased client processing, etc.
• Collate, process and monitor the required documentation to ensure new business is successfully implemented.
• Ensure all lead, organic prospect and existing client relationships are managed effectively.
• Ensure 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
• Proficient in Microsoft Office applications, particularly in Word, Excel and Outlook (Office 365)
• Strong verbal and written communication skills, with the ability to produce well-presented documents
• Capable of managing multiple tasks and prioritising workload effectively
• Able 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
• 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 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.

Please visit our website to view our full privacy policy for prospective employees.