Chartered Financial Planner - London - up to £65k

£65,000 yearly
  • Attivo Group
  • London, UK
  • 06/06/2019
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in London. This is a salaried role and all clients are supplied, so it is a great opportunity to become a member of our team and develop your career.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients.

We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

Main responsibilities

The aim of this role is to provide first class long term tax and financial planning services to ensure clients’ needs are satisfied compliantly and efficiently, and to maximise new business opportunities retaining the Group’s growing client base.

You will be provided with full paraplanning and administration support from an office-based team, allowing you to focus on delivering exceptional service to our clients.

Qualifications, skills and experience

You must have at least three years’ experience working as a Financial Planner and will have a proven track record providing high levels of service and advice.

Ideally you will hold CII Chartered status, however we will consider Financial Planners who are close to achieving this.

We pride ourselves on the training and development support we give our employees in order to attain further qualifications. You will be given full study support as well as a very rewarding and prosperous career.

Salary and benefits

Up to £65,000 depending on experience, qualifications and track record. We also offer a company car or allowance and a very favourable bonus structure.

Attivo Group also offers:

• excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service

• generous holiday allowance

• corporate gym membership 

• regular company social events

• charity days

• excellent culture, promoting employee wellbeing and engagement.

How to apply

For further information, please get in touch. To apply for this role, please email your CV along with a covering email or letter to

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