At a Glance
- Tasks: Support the financial planning team and ensure a seamless client experience.
- Company: Join Attivo, a lifestyle-focused financial planning company with a commitment to transparency.
- Benefits: Enjoy a competitive salary, flexible working, and a generous holiday allowance.
- Other info: Work in a supportive environment that values employee wellbeing and growth.
- Why this job: Make a real difference in clients' lives while developing your skills in finance.
- 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.
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.
Financial Planning Administrator in Theale 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 benefits package, including a non-contributory pension scheme, private medical insurance, and flexible working arrangements, all while being part of a team dedicated to making a meaningful impact in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Theale
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A friendly chat can lead to referrals or insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching Attivo and their approach to financial planning. Understand their values and how they build trust with clients. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to client management and administrative tasks. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your relevant experience.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Planning Administrator in Theale
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial planning administration. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Skills:Emphasise your organisational skills and attention to detail. Mention any experience you have with CRM systems or working with financial platforms, as these are key to the role.
Be Professional Yet Personable:While we appreciate professionalism, don’t be afraid to let your personality shine through. We value clear communication and a friendly approach, so make sure your application reflects that.
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure it gets into the right hands and shows your enthusiasm for joining our team!
How to prepare for a job interview at Attivo Group
✨Know Your Financial Stuff
Brush up on your financial services knowledge, especially around 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 information and maintained accurate records in previous roles. Highlighting your attention to detail and time management skills will resonate well with the interviewers.
✨Be Ready for Scenario Questions
Expect questions about how you would handle specific situations, like processing claims or managing new business submissions. Practising these scenarios can help you articulate your thought process and problem-solving abilities effectively.
✨Demonstrate Your Team Spirit
Since the role involves supporting a team, be prepared to discuss how you’ve collaborated with colleagues in the past. Share examples of how you’ve contributed to team efficiency and helped optimise workflows.
