Financial Planning Academy (Hybrid)

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Financial Adviser Academy - Hybrid

Are you ready to build a rewarding career in Financial Services? Do you aspire to become a Chartered Financial Planner? Are you looking for a supportive and inclusive company that will champion your development and invest in your professional qualifications?

At Attivo, we’re entering an exciting phase of growth and are looking for passionate individuals to join our Financial Planning Academy as trainee team members. This is a fantastic opportunity to be part of a collaborative and welcoming environment where your growth and well-being are genuinely supported.

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 fulfilling our client's 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 part of our Technical Excellence Centre, you’ll benefit from structured study support and hands-on learning. During your first six months, you’ll begin your fully funded Diploma in Regulated Financial Planning, with mentoring and guidance every step of the way. From there, we offer a clear and empowering career path – from Financial Planning Associate to Chartered Financial Planner – through our internal training Academy.

We believe that balance matters. That’s why we embrace hybrid working and offer flexible work policies to help you thrive both professionally and personally. For this role, we ask that you spend three days per week in the office and be available to travel to our Cheltenham Head Office on occasion for training. We are ideally looking for candidates who can commute to our offices in Harrogate, Darlington or Liverpool.

Main responsibilities

• Secure and deliver information from the initial data gathering request so that it can progress through to completion
• Liaise with product providers and insurance companies to obtain policy and plan information in a timely manner
• Assist Financial Planners with portfolio reviews via analysis, compilation, and completion of in-house client reports/meeting packs
• Prepare client Annual Review letters
• Ensure compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner with full and accurate information
• Maintain and proactively secure product, technical, and regulatory knowledge to enhance personal performance.

Qualifications, Skills And Experience

• Minimum 5 GCSEs graded A-B (6) or equivalent, including Maths and English
• Minimum 3 B grades at A Level or equivalent (preferably including Maths)
• 2:1 or above degree (preferably in Accountancy, Law or Business)
• Financial Services experience is beneficial
• Industry exams are beneficial (Ideally studying for the CII Level 4 Diploma in Regulated Financial Planning)
• Must have an aspiration to become a Financial Planner or Paraplanner
• Excellent interpersonal, listening, numerical and IT skills
• Excellent written/verbal communication skills
• Good organisational, time management, and caseload management skills
• Ability to work well under pressure while maintaining excellent attention to detail.

Salary and benefits
£25,000 rising to £30,000 on completion of the Diploma in Regulated Financial Planning. We provide fully funded study support to help you achieve this.

Attivo Also Offers

• Non-contributory Pension Scheme
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Generous holiday allowance, rising with length of service
• Work from home and flexible working are 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.

Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.