Financial Planning Administrator

About Attivo:

Attivo are Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're 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're 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 pivotal role in supporting the financial planning team to deliver a seamless client experience. This role involves providing comprehensive administrative assistance and ensuring the smooth and efficient processing of client requirements. You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly.

The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

As a Financial Planning Administrator, you will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.

This role would require the successful application to work from the office for a minimum of 3 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Fareham or Harrogate.

About the you:

You are a detail-oriented and highly organised professional with a strong background in financial planning administration. Your proven experience in supporting financial advisors and managing client information equips you to excel in maintaining accurate client records, processing updates, and handling onboarding and offboarding tasks. Proficient in maintaining CRM systems and ensuring data integrity, you prioritise clear communication and adherence to SLAs.

You have excellent time management skills and an ability to work effectively under pressure. You take initiative to review workflows, optimise processes, and support your colleagues to ensure smooth departmental operations. You have excellent interpersonal skills, along with a commitment to professionalism, discretion, and ethical conduct.

Key Responsibilities include: • The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded. • Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken. • Processing fund switches and claims for clients. • General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries. • Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements. • The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees • Support with Financial Planning Associates with MIFID statements as required. • Continuously review own and team's workflows and processes and offer support to other colleagues where appropriate. • In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

Essential skills and experience • Experience in Financial Services • Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell. • Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English • Previous experience supporting a Financial Advisor • Good organisational, time management skills and effective caseload management • Ability to work well under pressure while maintaining excellent attention to detail • Ability to work on own initiative, sometimes for long periods of time • Professional, ethical, and discreet

Desirable skills and experience • Relevant professional qualifications • Educated to a degree level would be advantageous

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.

Attivo Group

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Financial Planning Administrator | Cardiff, UK