Financial Planning and Analysis

• Provide high calibre, long-term tax and Lifestyle Financial Planning services to clients
• Build strong, long-term client relationships ensuring needs are satisfied compliantly and efficiently
• Maximise new business opportunities and retain the group's growing client base
• Act as an ambassador of Attivo, representing its core values and company behaviours
• Conduct in-depth reviews of clients' financial circumstances and future aims
• Ensure adherence to compliance procedures
• Maintain a high standard of file quality
• Develop your product, technical and regulatory knowledge
• Actively seek opportunities for client growth through referrals
• Follow through with clients to ensure timely business completion
• Escalate any breaches or concerns promptly.

Financial Planner

Chartered Financial Planner