Financial Planning Administrator

Attivo Group

Theale, United Kingdom
Negotiable depending on experience; benefits: non-...
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Experience in financial services
Working with platforms like abrdn aviva aj bell
Minimum 5 gcses including maths and english
** Attivo Group is seeking a Financial Planning Administrator to support their financial planning team by ensuring efficient processing of client requirements and maintaining accurate client data. The ideal candidate should have experience in financial services, particularly in supporting financial advisors, and possess strong organizational skills. This hybrid role offers a competitive salary along with a range of attractive benefits. **

Job Summary

  • The role involves providing comprehensive administrative assistance to ensure the smooth processing of client requirements including new business submissions and fund switches.
  • Attivo is a privately owned lifestyle financial planner committed to transparency and building trust with clients through bespoke financial plans.
  • The position offers a non-contributory pension scheme, private medical insurance, income protection, and flexible working arrangements.

Matching Summary

Match Score: 75

** Attivo Group is seeking a Financial Planning Administrator to support their financial planning team by ensuring efficient processing of client requirements and maintaining accurate client data. The ideal candidate should have experience in financial services, particularly in supporting financial advisors, and possess strong organizational skills. This hybrid role offers a competitive salary along with a range of attractive benefits. **

Salary

Negotiable depending on experience; Benefits: Non-contributory Pension Scheme (8%); Private Medical Insurance; Cashplan; Income Protection; Critical Illness; Death in Service; Parking allowance; Generous holiday allowance

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
  • Ability to work under pressure with attention to detail

Nice-to-have

  • Relevant professional qualifications
  • Degree level education advantageous
  • Excellent interpersonal skills
  • Commitment to professionalism and ethics
  • Initiative to review workflows

Key Requirements

  • Minimum of 5 GCSEs graded A-B including Maths and English
  • Proven experience in Financial Services sector
  • Experience supporting a Financial Advisor
  • Proficiency with platforms such as Abrdn, Aviva, and AJ Bell

Work Rights

Not specified

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