Negotiable depending on experience; benefits: non-...
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Experience in financial services
Working with platforms and providers
Minimum of 5 gcses including maths and english
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Attivo Group is seeking a Financial Planning Administrator to support their financial planning team in delivering a seamless client experience. The role requires strong organizational skills and experience in financial services, with responsibilities including managing client data, processing new business submissions, and providing administrative support.
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Job Summary
This role involves providing comprehensive administrative assistance to support the financial planning team in delivering a seamless client experience.
The successful candidate will manage new business submissions, process fund switches and claims, and maintain accurate client data in CRM systems.
Attivo offers a non-contributory pension scheme, private medical insurance, and a generous holiday allowance that rises with length of service.
Matching Summary
Match Score: 75
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Attivo Group is seeking a Financial Planning Administrator to support their financial planning team in delivering a seamless client experience. The role requires strong organizational skills and experience in financial services, with responsibilities including managing client data, processing new business submissions, and providing administrative support.
**
Salary
Negotiable depending on experience; Benefits: Non-contributory Pension Scheme (8%); Benefits: Private Medical Insurance, Cashplan, Income Protection
Skills & Requirements
Must-have
Experience in Financial Services
Working with platforms and providers
Minimum of 5 GCSEs including Maths and English
Previous experience supporting a Financial Advisor
Excellent attention to detail
Nice-to-have
Relevant professional qualifications
Degree level education advantageous
Commitment to professionalism and discretion
Key Requirements
Minimum of 5 GCSEs graded A-B including Maths and English
Previous experience supporting a Financial Advisor
Experience working with platforms such as Abrdn, Aviva, and AJ Bell