Financial Planning Support Specialist
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-05-23
Listing for:
Attivo
Full Time
position Listed on 2026-05-23
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
Attivo in Cheltenham is looking for a Financial Planning Administrator to support the financial planning team. This role includes managing new business submissions, processing claims, and maintaining accurate client data. You will contribute to improving workflows and provide general administrative support.
The ideal candidate should have experience in Financial Services, strong organizational skills, and a commitment to professionalism. Attivo offers a non-contributory pension scheme, private medical insurance, and a flexible working environment.
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