Financial Planning Administrator at Attivo supporting an Associate Director and clients in delivering high - quality services. Managing diaries, workflows, and providing comprehensive administrative support for exceptional client experiences.
AT
Attivo
Currently Hiring
About the company
We’re Attivo, Chartered, independent Lifestyle Financial Planners.
We’re here to simplify financial planning and help you protect and grow what matters most to you.We offer Chartered financial planning and advice to both corporate and private clients, with our highly qualified team completely focused on helping you achieve your life goals.
Attivo is a privately-owned, independent company.
We prefer it that way.
It means we're free to do the right thing for our clients and our people.
It means our advice is completely unbiased and your financial planner will only recommend what's best for you.We’re also one of only 800 UK firms to have been awarded Chartered status by our professional body, the Chartered Insurance Institute (CII), which means you can be confident that you’re getting the highest quality advice, support and service.
Open jobs
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25 jobs found
Client Services Administrator at Attivo fostering relationships with clients and handling inquiries. Supporting Financial Planners and ensuring exceptional customer service while adhering to compliance regulations.
Client Services Administrator at Attivo, fostering client relationships and providing administrative support in hybrid work setup. Required to be in office at least 3 days a week, remote for remaining days.
Financial Planning Administrator ensuring smooth coordination of activities for Associate Director and clients. Delivering exceptional client outcomes through comprehensive administrative support and effective communication.
Financial Planning Administrator role at Attivo, supporting client experiences and managing financial planning processes while ensuring data integrity and administrative support.
Executive Assistant at Attivo providing high - level support to Chief Risk Officer and Operations Director. Managing complex diaries, communications, and key stakeholder relationships in a hybrid role.
Financial Planning Administrator supporting clients and Associate Directors in a privately owned financial planning firm. Ensuring efficient coordination of activities, client meetings, and administrative support.
Regional Director leading a team of Financial Planners to deliver client - focused financial advice. Contributing to performance and compliance in a high - trust environment for Attivo's growth model.
Financial Planning Administrator supporting the financial planning team with client submissions and inquiries. Involves managing client data and providing administrative assistance within a hybrid environment.
Financial Planning Administrator at Attivo, managing client submissions and administrative tasks for financial planning services. Ensuring smooth processing and data management for financial planners.
Supporting the financial planning team by processing client requests and maintaining records. Ensuring accuracy and efficiency in client interactions and administrative support within financial services.
Financial Planning Administrator at Attivo delivering administrative support for financial planning. Ensuring smooth client experiences through effective data management and adherence to processes.