Negotiable depending on experience; benefits: non-...
Hybrid (minimum 3 days in the 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 Financial Planning Administrator to support their financial planning team in various administrative tasks, ensuring a seamless client experience. The ideal candidate should have a strong background in financial services, excellent organizational skills, and the ability to manage client information effectively
Job Summary
The role involves providing comprehensive administrative assistance to support the financial planning team in delivering a seamless client experience.
Key responsibilities include managing new business submissions, processing fund switches and claims, and maintaining accurate client records 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: 85
Attivo Group is seeking a Financial Planning Administrator to support their financial planning team in various administrative tasks, ensuring a seamless client experience. The ideal candidate should have a strong background in financial services, excellent organizational skills, and the ability to manage client information effectively.
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
Maintaining CRM systems and data integrity
Nice-to-have
Relevant professional qualifications
Degree level education advantageous
Excellent interpersonal skills
Commitment to professionalism and discretion
Ability to work on own initiative
Key Requirements
Minimum of 5 GCSEs graded A-B or equivalent
Experience working with financial platforms and providers
Previous experience supporting a Financial Advisor