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Financial Planning Admin: Hybrid & Client Support
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-06-21
Listing for:
Attivo
Full Time
position Listed on 2026-06-21
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Attivo is seeking a Financial Planning Administrator to support the Associate Director in providing a seamless experience for clients. The role involves managing administrative activities, ensuring the Associate Director is prepared for meetings, and handling client communications.
Ideal candidates will have experience in financial planning, excellent organisational skills, and be proactive in managing multiple tasks. This role promotes a hybrid working model with opportunities for personal development.
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