At a Glance
- Tasks: Support financial planning by coordinating admin tasks and managing client communications.
- Company: Join Attivo, a dynamic team focused on delivering exceptional client experiences.
- Benefits: Enjoy a hybrid work model, pension scheme, medical insurance, and generous holiday allowance.
- Other info: Ideal for those looking to grow in a supportive and collaborative environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong organisational and communication skills, with experience in financial planning and CRM tools.
The predicted salary is between 25000 - 35000 £ per year.
Attivo is seeking a Financial Planning Administrator in Fareham to support the Associate Director and ensure an efficient client experience. The role involves coordinating administrative tasks, managing client communications, and supporting the wider team.
Key responsibilities include:
- Scheduling client meetings
- Maintaining documentation
- Providing timely support
The ideal candidate will have excellent organisational and communication skills, experience in financial planning, and be proficient in CRM tools. A minimum of 5 GCSEs including Maths and English is required.
The role offers a hybrid working model with various benefits including pension scheme, medical insurance, and generous holiday allowance.
Financial Planning Admin: Hybrid & Client Support in Fareham employer: Attivo
Attivo is an exceptional employer that prioritises employee well-being and professional growth, offering a hybrid working model that promotes work-life balance. With a supportive team culture, comprehensive benefits including a pension scheme and medical insurance, and ample opportunities for career development, employees in Fareham can thrive in a rewarding environment dedicated to client satisfaction and teamwork.
