Financial Planning Administrator
Financial Planning Administrator
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Job Description
Financial Planning Administrator
About Attivo:
Attivo are Lifestyle Financial Planners.
Were a privately owned company. We prefer it that way. It means were 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 youre 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 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 detailorientated 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 uptodate 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 enquires.
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 teams 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 of Financial Services
Experience working with platforms and providers such as Abrdn Aviva and AJ Bell.
Minimum of 5 GCSEs graded AB 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:
Noncontributory 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 preemployment 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.
Please visit our website to view our full privacy policy for prospective employees.
Required Experience:
Senior IC
Employment Type
Full-Time
