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For Companies At a Glance
- Tasks: Support an Associate Director in delivering exceptional client experiences and managing workflows.
- Company: Attivo, a privately owned Lifestyle Financial Planning firm focused on client trust and transparency.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 3 years' experience in Financial Planning and strong interpersonal skills required.
- Other info: Opportunity to work in a fast-paced environment with excellent career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We are a privately owned company. It means we are 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 are 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 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 organised 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 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.
Senior Financial Planning Administrator | Calcot, UK in London employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator | Calcot, UK in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Attivo and their approach to client relationships. Understand their values and think about how your experience aligns with their mission. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Attivo. Let’s get you that dream job!
We think you need these skills to ace Senior Financial Planning Administrator | Calcot, UK in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning experience and any relevant tools like Intelliflo. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background aligns with our values at Attivo. Let us know what makes you the perfect fit for this role.
Showcase Your Client-Facing Skills: Since this role is all about providing an exceptional client experience, make sure to include examples of how you've successfully managed client relationships in the past. We love seeing how you communicate and build trust!
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 shows us you’re keen on joining our team!
How to prepare for a job interview at Attivo Group
✨Know Your Stuff
Before the interview, make sure you’re well-versed in the financial planning industry and familiar with tools like Intelliflo. Brush up on your knowledge of client management processes and be ready to discuss how you can contribute to delivering exceptional client experiences.
✨Showcase Your Organisational Skills
As a Senior Financial Planning Administrator, organisation is key. Prepare examples of how you've effectively managed diaries, coordinated meetings, and maintained accurate records in previous roles. This will demonstrate your ability to keep everything running smoothly.
✨Communicate Confidently
Since this role involves client interaction, practice articulating your thoughts clearly and professionally. Be prepared to discuss how you handle client queries and maintain relationships, as effective communication is crucial for building trust with clients.
✨Be Proactive and Detail-Oriented
During the interview, highlight your proactive approach to work and your attention to detail. Share specific instances where you’ve anticipated needs or improved processes, as this aligns perfectly with the expectations for supporting an Associate Director and their clients.
