Financial Planner - Newbury
Financial Planner - Newbury
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Job Description
Financial Planner - Newbury Area - Hybrid Working
About Attivo:
Attivo are Independent 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 ourclients. 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 Planners 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 ora business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams. Were proud to have been named one of the Professional Advisers Best Financial Advisers to Work For 2025.
About the role:
As a Financial Planner you will provide high calibre long term tax and lifestyle financial planning services to clients of Attivo. Building strong long term client relationships and ensuring clients needs are satisfied compliantly and efficiently and maximise new business opportunities and retain the groups growing client base.
The majority of your meetings will be conducted virtually but there will be occasional travel required to clients. You will be ideally based in the Newbury area or a commutable distance to Newbury. There would be occasional travel to an Attivo office once a month for training purposes. This is a full employed role with clients ready to be allocated.
You will be an ambassador of Attivo representing its core values and company behaviours raising the profile of the business and the profession with internal and external stakeholders.
As a business we fully support hybrid working and have both working from home and flexible working policies. For this position we would expect the successful candidate to be based in our Newbury office three days per week.
Key Responsibilities include:
- Develop life plans with and for our clients utilising cash flow modelling and SMART objectives
- Providing the Attivo service to our clients which involves them feeling like they are our only client
- Attend virtual client meetings provide financial advice and make recommendations to help clients achieve their financial planning requirements
- Ensure the compliance procedure is adhered to at all times to protect and safeguard the company by meeting the regulatory aspects of the role
- Develop product technical and regulatory knowledge to keep up to date with latest financial regulations
- Provide full disclosure of compliant advice process and charges to the client
- Conduct in-depth reviews of clients financial circumstances and future aims
- Ensure recommendations are suitable for the client and are fully understood
- Adhere to AML requirements and deliver suitability reports within prescribed timescales
- Follow through with client and providers to ensure business completed in a timely manner
- Ensure all regulatory obligations are discharged fully during all engagements with client
- Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services
- Maintain a high standard of file quality and compliance standards
- Maintain continuous professional development records and a comprehensive knowledge of pensions investments and estate planning
- Proactively seeking and generating new partnerships with new clients
About you:
You will need to hold the Diploma in Regulated Financial Planning and be working towards your Chartered status. You will need to have experience as a Trainee Financial Planner Associate Financial Planner or Paraplanner and be looking to take your next step in to a certified role.
You will be ambitious and driven and an excellent communicator able to influence others acting as a financial coach and building trust with our high-net-worth clients. You are able to work with demanding objectives and prioritise your own workload.
Essential skills and experience
- Diploma in Regulated Financial Planning with the CII
- Experienced in an certified role would be desirable
- Experienced Trainee Financial Planner or Paraplanner
- Driven and self motivated toward professional development
- Currently studying towards Advanced Diploma or with a desire to
- Excellent communication skills
Salary and benefits
Up to 55000 depending on qualifications and experience plus bonus and benefits.
Attivo also offers:
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- 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 in regard to posts advertised on this site.
Please visit our website to view our full privacy policy for prospective employees.
Required Experience:
Manager
Employment Type
Full-Time
