At a Glance
- Tasks: Support clients and manage admin tasks for a seamless financial planning experience.
- Company: Join Attivo, a forward-thinking company focused on client satisfaction.
- Benefits: Enjoy a hybrid work model and opportunities for personal development.
- Other info: Dynamic role with the chance to grow in a supportive environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial planning and strong organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Attivo is seeking a Financial Planning Administrator to support the Associate Director in providing a seamless experience for clients. The role involves managing administrative activities, ensuring the Associate Director is prepared for meetings, and handling client communications.
Ideal candidates will have experience in financial planning, excellent organisational skills, and be proactive in managing multiple tasks. This role promotes a hybrid working model with opportunities for personal development.
Financial Planning Admin: Hybrid & Client Support in Liverpool employer: Attivo
Attivo is an exceptional employer that values its employees by offering a hybrid working model, allowing for flexibility and work-life balance. With a strong focus on personal development, employees are encouraged to grow their skills in a supportive environment, making it an ideal place for those seeking meaningful and rewarding careers in financial planning.
