At a Glance
- Tasks: Support financial planners by managing client data and ensuring smooth processing of requests.
- Company: Join Attivo, a lifestyle-focused financial planning company that values transparency and client trust.
- Benefits: Enjoy a competitive salary, private medical insurance, and generous holiday allowance.
- Other info: Flexible working options and a culture that prioritises employee wellbeing.
- Why this job: Make a real difference in clients' lives while developing your skills in a supportive environment.
- 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. It means we can choose what best serves clients and people. Our work is all about clients. We pride ourselves on transparency, openness, honesty—building trust and financial confidence. Our experienced financial specialists and support teams are committed to delivering more for all clients. Our independent status and unique approach help us understand clients, preferences, motivation. We build and provide ongoing support for bespoke financial plans aimed at fulfilling lifestyle needs. Whether you’re a private client or a business accessing corporate services, you can rely on consistent service from your Financial Planner and our teams.
About The Role
As a Financial Planning Administrator, you will support the financial planning team to deliver a seamless client experience. The role involves comprehensive administrative assistance, ensuring smooth, efficient processing of client requirements. You will manage new business submissions, carry out fund switches, process claims, and liaise with platforms and providers to complete client applications and service requests promptly. You will input and maintain client data, ensuring records are up to date and accurate. You will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency. The role requires working from the office minimum 3 days per week and may be based in any of our offices in Liverpool, Cheltenham, Reading (Theale), Fareham, and Cardiff.
About The You
You are a detail-oriented, highly organized professional with a strong background in financial planning administration. You have proven experience supporting financial advisors and managing client information, enabling you to excel in maintaining accurate records, processing updates, and handling onboarding/offboarding tasks. Proficient in maintaining CRM systems and ensuring data integrity. You prioritize clear communication and adherence to SLAs. You have excellent time management skills and can work effectively under pressure. You take initiative to review workflows, optimize processes, and support colleagues for smooth operations. You possess excellent interpersonal skills, with a commitment to professionalism, discretion, and ethical conduct.
Key Responsibilities
- 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 promptly to keep records accurate and up to date.
- Process fund switches and claims for clients.
- Provide general administration support to the wider Financial Planning team: meeting preparation and client inquiries.
- Maintain the CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
- Onboard and offboard clients, including updating CRM, informing providers, adding or removing fees.
- Support Financial Planning Associates with MIFID statements as required.
- Continuously review own and team’s workflows and processes and offer support to colleagues where appropriate.
- Ensure housekeeping is maintained up to date to enable smooth department operations.
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 organizational, time management, and effective caseload management skills.
- 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.
- Degree level education (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 fair as possible. 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 adverse financial history, criminal records, UK directorship and disqualifications checks. Attivo does not use recruitment agencies, and we respectfully ask agencies not to contact us regarding posts advertised on this site.
Privacy policy: Please visit our website to view our full privacy policy for prospective employees.
Financial Planning Support Specialist in Cardiff employer: Attivo
Attivo is an exceptional employer that prioritises transparency, openness, and trust, creating a supportive work environment for its employees. With a strong focus on employee wellbeing, generous benefits including a non-contributory pension scheme, private medical insurance, and flexible working options, Attivo fosters professional growth and development within the financial planning sector. Located in vibrant cities such as Liverpool, Cheltenham, Reading, Fareham, and Cardiff, employees enjoy a collaborative culture that values their contributions and encourages a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Support Specialist in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry. Attend events, join online forums, and don’t be shy about asking for informational interviews. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research Attivo and understand their values and approach to financial planning. We want to see that you’re genuinely interested in how they operate and how you can contribute to their mission of building trust and financial confidence.
✨Tip Number 3
Show off your skills! Bring examples of how you’ve successfully managed client information or improved processes in previous roles. We love seeing candidates who can demonstrate their organisational prowess and attention to detail—key traits for a Financial Planning Support Specialist.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Financial Planning Support Specialist in Cardiff
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planning Support Specialist role. Highlight your relevant experience in financial services and any specific platforms you've worked with, like Abrdn or Aviva. This shows us you understand what we're looking for!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, include examples in your application that demonstrate your organisational skills and accuracy. Whether it's managing client data or processing submissions, let us know how you've excelled in these areas before.
Communicate Clearly:Effective communication is key in our team. Use clear and concise language in your written application. Avoid jargon unless it’s relevant, and make sure your points are easy to follow. We want to see how well you can convey information!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you're proactive and keen to join our team!
How to prepare for a job interview at Attivo
✨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 client scenarios or administrative challenges. Practising responses to these types of questions can help you demonstrate your problem-solving abilities and initiative.
✨Communicate Clearly and Professionally
Since the role involves liaising with clients and providers, practice articulating your thoughts clearly. Good communication is key, so be prepared to showcase your interpersonal skills during the interview.
