At a Glance
- Tasks: Support the financial planning team and ensure a seamless client experience.
- Company: Attivo, a privately owned Lifestyle Financial Planning company focused on client needs.
- Benefits: Negotiable salary, private medical insurance, generous holiday allowance, and flexible working options.
- Other info: Great culture promoting employee wellbeing and excellent career growth opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial services and strong organisational skills required.
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 Administrator in Reading employer: Attivo
Attivo is an exceptional employer that prioritises transparency, openness, and client-centric values, fostering a supportive work culture where employees can thrive. With a commitment to employee wellbeing, generous benefits including a non-contributory pension scheme, private medical insurance, and flexible working options, Attivo empowers its team members to grow professionally while maintaining a healthy work-life balance. Located in vibrant cities such as Liverpool, Cheltenham, Reading, Fareham, and Cardiff, employees enjoy a dynamic environment that encourages collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Reading
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Attivo and understanding their values. Be ready to discuss how your skills align with their commitment to transparency and client service. Show them you're not just another candidate, but someone who truly gets their mission.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in financial planning administration and how you can contribute to a seamless client experience at Attivo.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining the Attivo team.
We think you need these skills to ace Financial Planning Administrator in Reading
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planning Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, be sure to emphasise your organisational skills and ability to maintain accurate records. Use specific examples from your past experiences to demonstrate how you've excelled in these areas.
Communicate Clearly:Effective communication is key in this role. When writing your application, keep your language clear and concise. We appreciate straightforwardness, so make it easy for us to see why you're the right fit for the position.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Attivo
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially the platforms and providers mentioned in the job description like Abrdn, Aviva, and AJ Bell. Being able to discuss these confidently will show that you're well-prepared and genuinely interested in the role.
✨Demonstrate Attention to Detail
As a Financial Planning Administrator, attention to detail is crucial. Prepare examples from your past experience where your meticulousness made a difference, whether it was in maintaining accurate records or processing client requests. This will highlight your suitability for the role.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your time and workload effectively, especially under pressure. Share specific strategies or tools you use to stay organised, as this will resonate with the team’s need for efficiency and smooth operations.
✨Prepare for Client Interaction Scenarios
Since the role involves liaising with clients and handling inquiries, think about potential scenarios you might face. Practice how you would respond to common client questions or issues, demonstrating your interpersonal skills and commitment to providing excellent service.
