Financial Planning Administrator

Attivo Group; Fareham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning company is seeking a Financial Planning Administrator to support their team. The role involves managing client data, processing submissions, and providing administrative assistance. Ideal candidates are organized, detail-oriented, and possess experience in financial services. This position offers a range of benefits and a positive work culture.

Benefits

Non-contributory pension scheme

Private medical insurance

Cashplan

Income protection

Critical illness cover

Death in service

Parking allowance

Generous holiday entitlement

Flexible working

Positive work culture

Qualifications

• Experience in Financial Services and supporting Financial Advisors.
• Strong organizational skills and attention to detail.

Responsibilities

• Manage new business submissions and client data.
• Provide administrative support for meetings and inquiries.
• Maintain CRM systems and ensure accurate information.

Skills

Organizational Skills

Time Management

Communication

Attention to Detail

Education

5 GCSEs graded A-B including Maths and English

Tools

CRM Systems

Financial Platforms

Job description

Financial Planning Administrator

About Attivo:

Attivo are Lifestyle Financial Planners. We are a privately owned company, allowing us the freedom to prioritize our clients' best interests and our team's well-being. Our approach emphasizes transparency, openness, and honesty, fostering trust and confidence among our clients.

Our team comprises highly qualified financial specialists dedicated to delivering exceptional service. Our independent stance and personalized understanding of clients' needs differentiate us. We focus on building and supporting bespoke financial plans that align with our clients' lifestyles.

Whether serving private clients or corporate entities, we ensure consistent, clear service delivery from our Financial Planners and support teams.

About the role:

The Financial Planning Administrator supports the financial planning team to provide a seamless client experience through comprehensive administrative assistance. Responsibilities include managing new business submissions, fund switches, claims, and liaising with platforms and providers to process applications efficiently.

You will update and maintain client data, provide general administrative support, prepare for meetings, and handle client inquiries. The role requires working from the office at least 3 days per week and can be based in Cheltenham, Cardiff, Liverpool, Darlington, Fareham, or Harrogate.

About you:

You are highly organized, detail-oriented, and experienced in financial planning administration. Your background includes supporting financial advisors, managing client information, and maintaining CRM systems with accuracy. You excel in communication, time management, and working under pressure, demonstrating professionalism, discretion, and ethical conduct.

Key Responsibilities include:

1. The accurate processing of all new business submissions with platforms and providers.
2. Input and maintain client data in management systems accurately and timely.
3. Processing fund switches and claims.
4. Providing administrative support for meetings and client inquiries.
5. Maintaining CRM systems to ensure up-to-date information.
6. Handling client onboarding and offboarding, including updating CRM and informing providers.
7. Supporting with MIFID statements for Financial Planning Associates.
8. Reviewing workflows and supporting team colleagues.
9. Ensuring departmental housekeeping is maintained for smooth operations.

Essential skills and experience:

• Experience in Financial Services and working with platforms like Abrdn, Aviva, AJ Bell.
• Minimum of 5 GCSEs graded A-B, including Maths and English.
• Experience supporting a Financial Advisor.
• Strong organizational and time management skills.
• Ability to work under pressure with attention to detail.
• Professional, ethical, and discreet.

Desirable skills and experience:

• Relevant professional qualifications.
• Degree-level education is advantageous.

Salary and benefits:

Negotiable depending on experience. Attivo offers a range of benefits including a non-contributory pension scheme, private medical insurance, cashplan, income protection, critical illness cover, death in service, parking allowance, generous holiday entitlement, flexible working, and a positive work culture.

Recruitment Policy:

Attivo is committed to Equal Opportunities. We welcome applicants requiring reasonable adjustments. Employment is contingent upon satisfactory pre-employment checks as per FCA guidelines. We do not engage recruitment agencies for this role.

Privacy Policy:

Visit our website for our full privacy policy for prospective employees.