Financial Planning Administrator

Overview

Join to apply for the Financial Planning Administrator role at Attivo
.

4 days ago Be among the first 25 applicants.

Get AI-powered advice on this job and more exclusive features.

Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their 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, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling 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 play a pivotal role in supporting the financial planning team to deliver a seamless client experience. This role involves providing comprehensive administrative assistance and ensuring the smooth and efficient processing of client requirements. You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly.

The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

As a Financial Planning Administrator, you will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.

This role would require the successful application to work from the office for a minimum of 3 days per week and could 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 offboarding tasks. Proficient in maintaining CRM systems and ensuring data integrity, you prioritise clear communication and adherence to SLAs.

You have excellent time management skills and an ability to work effectively under pressure. You take initiative to review workflows, optimise processes, and support your colleagues to ensure smooth departmental operations. You have excellent interpersonal skills, along with 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 Offboarding 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…