At a Glance
- Tasks: Support financial planning activities 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: Great culture promoting employee wellbeing and excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- Qualifications: 5 GCSEs including Maths and English, plus experience in financial planning support.
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 Liverpool 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 focus on professional growth, employees benefit from a generous holiday allowance, private medical insurance, and a non-contributory pension scheme, all while working in a dynamic environment that values exceptional client service. Located in vibrant areas such as Cheltenham, Fareham, Theale/Reading, and Cardiff, Attivo provides a unique opportunity to contribute to bespoke financial planning while enjoying a balanced work-life experience.
