At a Glance
- Tasks: Support financial planning processes and ensure a seamless client experience.
- Company: Attivo, a lifestyle financial planning company focused on transparency and trust.
- Benefits: Negotiable salary, private medical insurance, generous holiday allowance, and hybrid working.
- Other info: Opportunity for career growth in a positive work culture.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial planning and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
About Attivo
Attivo is a privately owned company that focuses on lifestyle financial planning. They are committed to transparency, openness and honesty to build trust with clients. Our experienced, highly qualified financial specialists and expert support teams deliver service and ongoing support for bespoke financial plans tailored to client lifestyle needs. Clients can be private or business; they receive a clear, consistent service from our planners and support teams.
About The Role
As a Financial Planning Administrator, you support the Associate Director and help deliver a seamless and professional experience for clients of Attivo. You coordinate administrative activities, manage workflows and ensure the Associate Director is prepared for meetings and ongoing service. You provide efficient day‑to‑day admin and diary management, keep records accurate, and handle client communications professionally and promptly. You support the wider team by managing workload capacity, coordinating tasks, and contributing to business projects and process improvements. Work from an Attivo office at least three days per week. This is a 12‑month fixed term contract.
About You
You are organised, proactive and client‑focused with experience in a financial planning environment. Comfortable managing multiple priorities in a fast‑paced setting, you have strong attention to detail and take pride in high quality admin and client service. Excellent interpersonal, communication and IT skills. Confidence building positive relationships with clients, advisers and colleagues. Experience with Intelliflo or similar CRM/financial planning systems is essential. Capable of working independently, using initiative and maintaining professionalism and discretion. We look for someone supportive, collaborative and committed to exceptional client experience with accuracy and efficiency.
Location suitable: Cheltenham, Fareham, Theale/Reading or Cardiff offices.
Key Responsibilities
- Support the preparation of client meetings and ensure collections documentation is accurate.
- Schedule, arrange and confirm client meetings and coordinate administrative tasks on the CRM.
- Provide full admin support to the Associate Director, producing letters and reports as required.
- Monitor team workflow, delegate tasks and ensure timely completion of work.
- Coordinate diaries of the Associate Director and supporting team.
- Act as main point of contact for client queries, delivering excellent client experience.
- Produce planning meeting letters and general correspondence to clients.
- Process withdrawals and handle general plan/policy maintenance such as LOAs, change‑of‑address requests, deceased client processing, etc.
- Collate, process and monitor required documentation to ensure new business implementation.
- Manage all lead, organic prospect and existing client relationships effectively.
- Maintain all systems up‑to‑date and compliant.
Essential Skills And Experience
- 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 (Word, Excel, Outlook Office 365).
- Strong verbal and written communication skills with ability to produce well‑presented documents.
- Capable of managing multiple tasks and prioritising workload effectively.
- Handle sensitive and confidential information with discretion and professionalism.
Desirable Skills And Experience
- Diploma in Regulated Financial Planning or 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 fair as possible. All offers of employment are subject to satisfactory completion of pre‑employment vetting as outlined by the Financial Conduct Authority (FCA), including adverse financial history, criminal records, UK directorship and disqualifications checks. Attivo does not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
Financial Planning Administrator - 12-month FTC in Cardiff employer: Attivo
Attivo is an excellent employer that prioritises employee wellbeing and engagement, offering a supportive work culture where transparency and collaboration thrive. With a generous benefits package including a non-contributory pension scheme, private medical insurance, and opportunities for professional growth, employees can enjoy a fulfilling career while contributing to bespoke financial planning services in a vibrant office environment across Cheltenham, Fareham, Theale/Reading, or Cardiff.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator - 12-month FTC in Cardiff
✨Join Financial Networking Events
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We think you need these skills to ace Financial Planning Administrator - 12-month FTC in Cardiff
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
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Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Attivo. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Attivo confidence in your short-term commitment to the role.
How to prepare for a job interview at Attivo
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Attivo.
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Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Attivo that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
