Attivo

Client Services Representative

• Delivering all Client Services Administrator duties to a consistently high standard.
• Acting as a subject matter expert for key client lifecycle processes, including: Letters of Authority (LOAs), Data updates, Existing policy schedules, Client retention, Reallocations, Offboarding activities.
• Handling complex and escalated client queries professionally and efficiently.
• Supporting colleagues with procedural guidance and best practice.
• Assisting with the onboarding, training and mentoring of new starters.
• Contributing to the development and maintenance of training materials, guides and process documentation.
• Performing quality checks on administrative output and identifying trends or areas for improvement.
• Managing complex information gathering, provider chases and detailed client cases.
• Supporting operational improvement initiatives and project work across the department.
• Providing cover for colleagues and supporting the Team Leader during peak periods when required.
• Preparing and coordinating pre-meeting information and client documentation.
• Supporting meeting bookings, client correspondence and administration activities throughout the client lifecycle.

Senior Client Services Administrator

Financial Planning and Analysis

• Ensuring robust financial controls, governance, accounting policies, and procedures are in place to safeguard the integrity and accuracy of financial information.
• Leading the month-end, quarter-end, and year-end close processes, delivering timely, accurate statutory and management reporting in accordance with UK GAAP and regulatory requirements.
• Maintain compliance with FCA, HMRC, Companies House, and other statutory obligations, including oversight of corporation tax, VAT, and payroll tax reporting.
• Leading external audit relationships, overseeing balance integrity and reconciliations, and ensuring effective financial risk management and control remediation.
• Build, mentor, and develop a high-performing finance team while creating a scalable finance function capable of supporting future business growth.
• Oversee finance operations and champion continuous improvement, automation, and optimisation of finance systems, controls, and reporting capabilities.
• Act as a trusted adviser to the CFO and Executive team on financial control, technical accounting, governance, and strategic business matters, including M&A integration activities.
• Enhance the control environment through best practice governance, documentation, audit trails, enterprise risk management, and ongoing monitoring of regulatory and accounting developments.

Head of Group Financial Control

• Maintain and strengthen financial control measures across the group, ensuring all policies, procedures, and reconciliations are consistently followed and regularly reviewed.
• Work closely with the Management Accountant team to produce the monthly consolidated Balance Sheet, ensuring accuracy and completeness, supported by well-prepared and timely reconciliations.
• Lead the preparation of annual statutory financial statements for all group entities, including the consolidated set, ensuring full compliance with FRS 102 and incorporating any updates to accounting standards.
• Act as the primary contact for external auditors, managing the statutory audit process end-to-end.
• Support the Trainee Financial Accountant in producing audit packs, gathering audit samples, and resolving audit queries promptly.
• Provide technical accounting expertise.
• Take responsibility for the accounting of the Guernsey entities, acting as a key liaison with external Guernsey accountants.
• Act as the main point of contact for group tax advisors, supporting corporation tax compliance activities and ensuring accurate and timely submission of all required information.
• Support the Financial Controller in the preparation and review of quarterly covenant reporting, ensuring data accuracy and compliance with lender requirements.
• Contribute to effective cashflow management by preparing timely and accurate cashflow statements and supporting liquidity forecasting and planning.
• Any ad hoc duties or reporting as required by Financial Controller or CFO.

Financial Accountant

• Creating complex financial models and forecasts.
• Providing financial insights and modelling to support strategic planning, budgeting, and forecasting that align with Attivo’s strategy, including scenario analysis.
• Working with key stakeholders, alongside analysing data trends to derive well-evidenced financial modelling assumptions.
• Ongoing benefits tracking of strategic programmes.
• Production of analysis to support investor and debt provider information requests.
• Cost management: review and identify efficiencies and opportunities for cost reductions across the business.
• Supporting cashflow management and reporting.
• Supporting acquisition due diligence and reporting.
• Analyse financial data and market trends for the sector.
• Support continuous improvement initiatives.

Senior Client Services Administrator

Head of Group Financial Control

Financial Accountant

FP&A Analyst