Attivo Group is seeking a Financial Planning Administrator to support the Associate Director and deliver a seamless client experience. The role covers diary management, workflow oversight and client communications, on a 12‑month fixed term contract with three days per week in an Attivo office.
You will coordinate meetings, produce letters/reports, and ensure compliance across systems. The role requires prior experience in financial planning, strong IT skills, and the ability to handle
#J-18808-LjbffrFinancial Planning Administrator - Hybrid, Client-Focused in Liverpool 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 commitment to transparency and integrity, the company fosters a supportive work culture that encourages continuous learning and development, particularly in the role of Application Analyst. Located in Cheltenham, the hybrid working model, generous benefits, and emphasis on employee engagement make Attivo a rewarding place to build a meaningful career.
