Financial Planning Admin — Associate Director

Attivo Group is looking for a Financial Planning Administrator to support the Associate Director in delivering a seamless experience for clients. This role involves coordinating administrative activities, managing workflows, and preparing documentation for client meetings.

Applicants should have experience in financial planning, excellent organizational skills, and proficiency in using tools like Intelliflo and Microsoft Office.

The position offers hybrid working and numerous benefits including a non-contributory pension and private medical insurance.