Financial Planning Administrator

Financial Planning Administrator – Attivo

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Attivo are lifestyle financial planners. We’re a privately owned company that values transparency, openness, and honesty, building trust with our clients and inspiring their financial confidence. Our experienced, highly qualified financial specialists and expert support teams deliver more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation set 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 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 manage new business submissions, carry out fund switches, process claims, and liaise 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.

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 working 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 organized 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 prioritize 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, optimize processes, and support your colleagues to ensure smooth departmental operations. You have 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 in a timely manner so that client records are accurate, up-to-date and reflective of the true state of work undertaken.
• Process fund switches and claims for clients.
• Provide 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.
• Onboard and offboard 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 team members, ensure all housekeeping is maintained up to date to enable the smooth and efficient running of the department.

• 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 organisational, time management skills and effective caseload management.
• Ability to work well under pressure while…