Senior Financial Planning Administrator | Calcot, UK

About Attivo:

Attivo are Lifestyle Financial Planners. We are a privately owned company. We prefer it that way. It means we are free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs.

Whether you are a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

As a Financial Planning Administrator, you will play a key role in supporting an Associate Director and their clients, ensuring the smooth coordination of all related activities. Working closely with the wider Associate Director support team, you will help deliver an efficient, high-quality service that enables exceptional client outcomes. This role is integral to ensuring the Associate Director is fully prepared for client meetings, managing diaries effectively, monitoring team workflows, and delegating tasks to maintain capacity and service standards.

You will provide comprehensive administrative support, including the preparation of reports and correspondence, maintaining accurate and timely records across systems such as Intelliflo, and managing leads, prospects, and existing client relationships.

With a strong focus on client experience, you will communicate confidently across multiple channels, maintain up-to-date knowledge of business processes and services, and contribute to wider business projects that support growth and continuous improvement.

About you:

You are an organised and proactive Financial Planning Administrator with at least three years' experience in a similar role within Financial Planning. You are confident supporting the preparation of client meetings, coordinating diaries for Associate Directors and Financial Planners, booking meetings, and maintaining accurate records using Intelliflo or a similar system. You enjoy working in a client-facing role and act as a key point of contact for client queries, communicating professionally and effectively at all times.

You are highly detail-oriented, able to work well under pressure, and comfortable processing new business, withdrawals, and general plan maintenance while ensuring clients are kept fully informed. With excellent interpersonal, numerical, and IT skills, you work on your own initiative and as a supportive team member, consistently demonstrating professionalism, discretion, and a strong commitment to delivering an exceptional client experience.

Key Responsibilities include:

• Ensuring that the Associate Director is fully equipped to deliver client meetings to the highest standard.
• Diary management of the Associate Director and support team, ensuring efficiencies.
• Monitor the workflow of the team and ensure work is completed in a timely fashion.
• Providing an excellent client experience to all clients of Attivo, communicating in writing, over the telephone or in person.
• Delegate work to the team to ensure capacity is managed.
• Providing full administrative support to the Associate Director, including producing letters and reports as required.
• Ensuring all systems, including Intelliflo, are updated in a timely manner.
• Ensure that all Lead, organic prospect and existing client relationships are managed effectively.
• Proactively maintain an up-to-date knowledge of the Business processes and service offerings to our clients.
• Provide project support to the wider business as required to support business changes and growth.

Essential skills and experience:

• Minimum 5 GCSEs graded A-C (6), or equivalent, to include Maths and English.
• 3 years' experience in a similar role within Financial Planning.
• Existing knowledge of Intelliflo or a similar customer relationship/financial management tool.
• Client facing experience.
• Excellent interpersonal, listening, numerical and IT skills.
• Ability to work on own initiative.
• Professional, ethical, and discreet.
• Ability to build and maintain ongoing client relationships.
• Ability to work well under pressure whilst maintaining excellent attention to detail.

Desirable skills and experience:

• Relevant professional qualifications.
• Experience working as a PA or EA within professional services.

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 as fair as possible. Please be aware that 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 but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.

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