Consultant in Financial Transformation supporting major clients in Banking and Insurance. Engaging in projects to enhance Financial performance and processes over various phases.
About the role
- Financial Planning Administrator at Attivo delivering administrative support for financial planning. Ensuring smooth client experiences through effective data management and adherence to processes.
Responsibilities
- Provide comprehensive administrative assistance to the financial planning team
- Ensure the smooth processing of client requirements
- Manage new business submissions and fund switches
- Process claims and liaise with platforms and providers
- Maintain client data and records
- Provide general administrative support and handle client inquiries
- Assist with meeting preparation
Requirements
- Experience in Financial Services
- Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
- Minimum of 5 GCSEs graded A-B, 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.
Benefits
- Non-contributory 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Director of Financial Management at Capital One Travel overseeing FP&A team and business analytics. Generating insights and supporting senior leaders with strategic financial planning.
Lead System Operations Specialist ensuring the 24x7 operation of distributed payment systems for the Federal Reserve. Responsible for large - scale clearinghouse and transaction processing.
Financial Solutions Advisor providing personalized financial solutions to clients and helping achieve their financial goals at Bank of America. Responsible for building financial plans and recommending brokerage products.
Credit Advisor developing and managing custom credit relationships for strategic wealth clients. Leading credit delivery process and collaborating with Advisors and underwriting teams to meet client needs.
Financial Solutions Advisor at Bank of America providing customized financial advice. Helping clients achieve their financial goals through tailored solutions and comprehensive planning.
Senior Wealth Advisor building and deepening client relationships while managing financial portfolios for Baldwin Group. Delivering comprehensive financial planning utilizing integrated advice platform.
Senior Associate advising global insurers and commercial clients on complex coverage issues and high - value disputes. Advocacy in insurance, reinsurance, and commercial sectors with a collaborative team.
Director of IT Procurement leading sourcing and procurement strategies for IT goods at Emory University. Optimizing technology spend and ensuring contract compliance while supporting academic needs.
Senior Financial Analyst responsible for financial management and analytics at CRC Group. Preparing reports to evaluate financial performance and supporting mergers and acquisitions processes.