Attivo

QA Automation Engineer

• Application Support & Operations
• Resolve day-to-day application incidents and service requests within agreed SLAs.
• Configure, maintain, and continuously optimise business systems in line with operational requirements.
• Monitor and ensure the accuracy, integrity, and reliability of data flows between systems.
• Automation & Development
• Develop and maintain Python scripts, Power Platform solutions, and other automation solutions to improve efficiency and reduce manual effort.
• Implement and manage cloud-based data solutions using Azure services (e.g., Azure functions, Data Factory, Databricks, Synapse Analytics).
• Design and deploy small-scale system integrations via APIs and other methods to support business operations.
• Design
• Design and optimise data models, schemas, and ETL/ELT transformations for data warehouse environments (including Snowflake).
• Collaborate with internal teams and stakeholders to identify opportunities for automation and process improvement.
• Collaboration & Knowledge Sharing
• Produce and maintain clear technical and process documentation.
• Mentor and guide colleagues to ensure consistency, quality, and adherence to best practices.

Automation Engineer

Financial Planning and Analysis

• Ensuring that the Associate Director is fully equipped to deliver client meetings to the highest standard.
• Diary management of the Associate Director and support team, ensuring efficiencies.
• Monitor the workflow of the team and ensure work is completed in a timely fashion.
• Providing an excellent client experience to all clients of Attivo, communicating in writing, over the telephone or in person.
• Delegate work to the team to ensure capacity is managed.
• Providing full administrative support to the Associate Director, including producing letters and reports as required.
• Ensuring all systems, including Intelliflo, are in a timely manner.
• Ensure that all Lead, organic prospect and existing client relationships are managed effectively.
• Proactively maintain an up-to-date knowledge of the Business processes and service offerings to our clients.
• Provide project support to the wider business as required to support business changes and growth.

Senior Financial Planning Administrator

Client Services Representative

• Play a vital role in fostering and maintaining strong relationships with existing and prospective clients
• Be the first point of contact for clients, providing exceptional support
• Manage inbound communications, assist with client inquiries
• Facilitate the seamless transfer of business during acquisitions
• Work closely with key stakeholders, including Financial Planners, supporting the arrangement of annual client review meetings
• Support various projects and deliver exceptional levels of customer service to all clients
• Adhere to FCA compliance, customer risk, and Treating Customers Fairly (TCF) principles
• Ensure all client interactions are documented accurately on Intelligent Office and adhere to GDPR
• Identify new business opportunities using knowledge of Attivo Group products and services
• Proactively maintain an up-to-date knowledge of business processes and service offerings.

Automation Engineer

Senior Financial Planning Administrator

Client Services Administrator