Financial Planning Administrator

Financial Planning Administrator About Attivo:

Attivo are Lifestyle Financial Planners. We’re a privately‑owned company that values transparency, openness, and honesty to build trust and inspire clients’ financial confidence. Our experienced, highly qualified specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach set us apart, enabling us to build and provide ongoing support for bespoke financial plans that fulfill our clients’ 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.

As a Financial Planning Administrator you will support the financial planning team to deliver a seamless client experience. The role involves providing comprehensive administrative assistance and ensuring the smooth, efficient processing of client requirements. You will manage new business submissions, carry out fund switches, process claims, and liaise with platforms and providers to complete client applications and service requests promptly.

You will also input and maintain client data, ensuring records are up‑to‑date, accurate, and reflective of ongoing work. In addition, you will provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.

The position requires working from the office minimum three days per week and may be based in any of our regional offices, including Cheltenham, Cardiff, Liverpool, Darlington, Fareham, or Harrogate.

You are detail‑oriented and highly organised, with a strong background in financial planning administration. Your experience supporting financial advisors and managing client information equips you to maintain accurate records, process updates, and handle onboarding and off‑boarding tasks. You are proficient in maintaining CRM systems and ensuring data integrity, prioritise clear communication, and adhere to SLAs.

You possess excellent time‑management skills, can work effectively under pressure, and take initiative to review workflows, optimise processes, and support colleagues. You also have strong interpersonal skills and a commitment to professionalism, discretion, and ethical conduct.

• The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
• Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up‑to‑date, and contain relevant information reflecting the true state and progress of work undertaken.
• Processing fund switches and claims for clients.
• General administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
• Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
• The onboarding and off‑boarding of clients, including updating CRM, informing providers, adding or removing fees.
• Support with Financial Planning Associates with MIFID statements as required.
• Continuously review own and team's workflows and processes and offer support to other colleagues where appropriate.
• In coordination with other members of the team, ensure that all housekeeping is maintained up‑to‑date to enable the smooth and efficient running of the department.

• 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.

• Relevant professional qualifications.
• Educated to a…