Attivo is seeking a Financial Planning Administrator in Cheltenham to support an Associate Director in delivering exceptional client service. This role involves managing workflows, administrative tasks, and client communication effectively.
Candidates should possess strong organisational skills, experience in a financial planning environment, and familiarity with CRM tools like Intelliflo. The position is a 12-month fixed-term contract with the requirement to work from office at least three days a week.
#J-18808-LjbffrFinancial Planning Admin: Hybrid & Client Support in Cheltenham employer: Attivo
Attivo is an exceptional employer located in Cheltenham, offering a dynamic work culture that fosters collaboration and innovation. With a strong focus on employee growth, the company provides extensive benefits such as a non-contributory pension scheme and private medical insurance, alongside flexible working options to ensure a healthy work-life balance. Joining Attivo means being part of a forward-thinking team dedicated to excellence in financial control and governance.
