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Financial Planning Admin - Client-Focused

Job in Fareham, Hampshire County, PO16, England, UK
Listing for: Attivo Group
Contract position
Listed on 2026-06-13
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning Admin - Client-Focused Support (12-Month)

Attivo Group in Fareham seeks a Financial Planning Administrator to support the Associate Director team. You will manage administrative tasks, coordinate client meetings, and ensure high service standards.

The ideal candidate must have strong organisational skills, client-facing experience, and proficiency in Intelliflo and Microsoft Office applications. This role requires working in the office a minimum of three days a week and offers a 12-month fixed-term contract with a pension scheme and hybrid working.

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