Financial Planning Administrator

About Attivo

Attivo are Lifestyle Financial Planners. We’re a privately owned company. It means we can choose what best serves clients and people. Our work is all about clients. We pride ourselves on transparency, openness, honesty—building trust and financial confidence.

Our experienced financial specialists and support teams are committed to delivering more for all clients. Our independent status and unique approach help us understand clients, preferences, motivation. 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 corporate services, you can rely on consistent service from your Financial Planner and our teams.

As a Financial Planning Administrator, you will support the financial planning team to deliver a seamless client experience. The role involves comprehensive administrative assistance, ensuring smooth, 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.

You will input and maintain client data, ensuring records are up to date and accurate.

You will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency.

The role requires working from the office minimum 3 days per week and may be based in any of our offices in Liverpool, Cheltenham, Reading (Theale), Fareham, and Cardiff.

You are a detail-oriented, highly organized professional with a strong background in financial planning administration.

You have proven experience supporting financial advisors and managing client information, enabling you to excel in maintaining accurate records, processing updates, and handling onboarding/offboarding tasks.

Proficient in maintaining CRM systems and ensuring data integrity. You prioritize clear communication and adherence to SLAs.

You have excellent time management skills and can work effectively under pressure. You take initiative to review workflows, optimize processes, and support colleagues for smooth operations.

You possess excellent interpersonal skills, with 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 promptly to keep records accurate and up to date.
• Process fund switches and claims for clients.
• Provide general administration support to the wider Financial Planning team: meeting preparation and client inquiries.
• Maintain the CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
• Onboard and offboard clients, including updating CRM, informing providers, adding or removing fees.
• Support Financial Planning Associates with MIFID statements as required.
• Continuously review own and team’s workflows and processes and offer support to colleagues where appropriate.
• Ensure housekeeping is maintained up to date to enable smooth department operations.

• 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 organizational, time management, and effective caseload management skills.
• Ability to work well under pressure while maintaining excellent attention to detail.
• Ability to work on own initiative, sometimes for long periods of time.
• Professional, ethical, and discreet.

• Relevant professional qualifications.
• Degree level education (advantageous).

Negotiable depending on experience.

• Non-contributory Pension Scheme (8%).
• Private Medical Insurance.
• Cashplan.
• Income Protection.
• Critical Illness.
• Death in Service.
• Parking allowance.
• Generous holiday…