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Remote & Financial Planning Administrator
Remote / Online - Candidates ideally in
Caerphilly, Caerphilly County, CF83, Wales, UK
Listed on 2026-06-02
Caerphilly, Caerphilly County, CF83, Wales, UK
Listing for:
Attivo Group
Part Time, Remote/Work from Home
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Attivo Group is seeking a Financial Planning Administrator to support our financial planning team. This role focuses on ensuring a seamless client experience through responsibilities such as managing new business submissions, processing fund switches and claims.
The ideal candidate will demonstrate strong organisational skills, attention to detail, and a solid background in financial planning administration. Benefits include a non-contributory pension scheme, private medical insurance, and flexible working arrangements.
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