Senior Financial Planning Administrator
Attivo
full-time
Posted on:
Location Type: Hybrid
Location: Reading • United Kingdom
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Job Level
About the role
- Supporting an Associate Director and their clients, ensuring the smooth coordination of all related activities.
- Preparing reports and correspondence, maintaining accurate and timely records across systems such as Intelliflo, and managing leads, prospects, and existing client relationships.
- Communicating confidently across multiple channels and contributing to wider business projects that support growth and continuous improvement.
Requirements
- Minimum 5 GCSEs graded A-C (6), or equivalent, to include Maths and English
- 3 years’ experience in a similar role within Financial Planning
- Existing knowledge of Intelliflo or a similar customer relationship/financial management tool
- Client facing experience
- Excellent interpersonal, listening, numerical and IT skills
- Ability to work on own initiative
- Professional, ethical, and discreet
- Ability to build and maintain ongoing client relationships.
- Ability to work well under pressure whilst maintaining excellent attention to detail.
Benefits
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Excellent culture, promoting employee wellbeing and engagement.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningreport preparationrecord maintenanceclient relationship management
Soft Skills
interpersonal skillslistening skillsnumerical skillsinitiativeprofessionalismdiscretionrelationship buildingattention to detailability to work under pressure
Certifications
GCSEs graded A-C