Financial Planning Administrator

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Attivo are Lifestyle Financial Planners. We’re a privately owned company, which allows us to focus on what’s best for our clients and our people. Our work is all about our clients – we pride ourselves on being completely transparent, open and honest, building trust and inspiring 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 set us apart. We build and provide ongoing support for bespoke financial plans aimed at fulfilling lifestyle needs. Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from a dedicated Financial Planner and experienced teams.

As a Financial Planning Administrator, you will support the financial planning team to deliver a seamless client experience. Your responsibilities include providing comprehensive administrative assistance and ensuring the smooth and 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.

The role also requires inputting and maintaining client data, ensuring records are up to date, accurate and reflective of ongoing work. 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 of 3 days per week and can be based in any of our regional offices, including Cheltenham, Cardiff, Liverpool, Darlington, Fareham or Harrogate.

You are a detail‑oriented and highly organised professional with a strong background in financial planning administration. Your proven experience in supporting financial advisors and managing client information equips you to excel in maintaining accurate client records, processing updates and handling onboarding and off‑boarding tasks. You are proficient in maintaining CRM systems and ensuring data integrity, prioritising clear communication and adhering to SLAs.

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

• 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.
• 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, offering support to other colleagues where appropriate.
• In coordination with other team members, ensure all housekeeping is maintained up to date to enable 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 and caseload management skills.
• Ability to work well under pressure while…