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Location

Cheltenham, Gloucestershire | United Kingdom

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Job description

Financial Planning Administrator (IFA) - Cheltenham/hybrid

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 fulfilment of 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 be providing efficient and effective Administration support to our Financial Planners. Working as part of a team, you will be responsible for managing your own task list and providing high quality support to a busy Financial Planner. 

As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.

About you:

You will have experience working in a similar role, having either directly supported a Financial Advisor or Planner previously or worked as part of a large team in a Financial Planning firm. You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will a team player, able to support colleagues when needed and ensure work is completed to the highest standards. You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.

Key Responsibilities include: 

• The accurate processing of all New Business Submissions working with platforms and providers to ensure client applications and requests 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 the work undertaken.
• General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires.
  
• Updating client details, address changes, Update providers and send letter to client confirming
• 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 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 

• 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
• Excellent interpersonal, listening, numerical and IT skills
  

Desirable skills and experience 

• Financial Planning qualifications

Salary and benefits 

£25,000 to £32,000

Attivo also offers: 

• Non-contributory Pension Scheme 

• Private Medical Insurance 
• Cashplan
• Income Protection 
• Critical Illness 
• Death in Service 
• Parking allowance (Cheltenham only)
• Generous holiday allowance, rising with length of service 
• Work from home and flexible working available 
• Discounted corporate gym membership 
  
• 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 in regard to posts advertised on this site.        

Privacy Policy
Please visit our website to view our full privacy policy for prospective employees. #J-18808-Ljbffr

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Salary