Negotiable depending on experience; pension: non-c...
Hybrid (minimum 3 days in-office)
Experience in financial services
Working with platforms like abrdn aviva aj bell
Minimum 5 gcses including maths and english
Attivo Group is seeking a detail-oriented Financial Planning Administrator to support their financial planning team, ensuring efficient processing of client requirements and maintaining accurate client records. The ideal candidate will have experience in financial services and strong organizational skills, working in a hybrid capacity from one of their UK offices
Job Summary
The role involves managing new business submissions, processing fund switches, and handling claims for clients.
Attivo is a privately owned company that prides itself on being transparent, open, and honest to build client trust.
The position requires working from the office for a minimum of 3 days per week across various UK locations.
Matching Summary
Match Score: 85
Attivo Group is seeking a detail-oriented Financial Planning Administrator to support their financial planning team, ensuring efficient processing of client requirements and maintaining accurate client records. The ideal candidate will have experience in financial services and strong organizational skills, working in a hybrid capacity from one of their UK offices.
Salary
Negotiable depending on experience; Pension: Non-contributory 8%; Benefits include Private Medical Insurance and Income Protection
Skills & Requirements
Must-have
Experience in Financial Services
Working with platforms like Abrdn Aviva AJ Bell
Minimum 5 GCSEs including Maths and English
Previous experience supporting a Financial Advisor
Maintaining CRM systems and data integrity
Nice-to-have
Relevant professional qualifications
Degree level education advantageous
Excellent interpersonal skills
Commitment to professionalism and discretion
Key Requirements
Minimum 5 GCSEs graded A-B including Maths and English
Proven experience supporting a Financial Advisor
Experience working with financial platforms and providers