Attivo

Senior Financial Planning Administrator

Attivo

full-time

Posted on:

Location Type: Hybrid

Location: Fareham • United Kingdom

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Job Level

Senior

About the role

  • 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.

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
diary managementadministrative supportproducing lettersproducing reportsclient relationship managementfinancial management
Soft Skills
interpersonal skillslistening skillsnumerical skillsIT skillsinitiativeprofessionalismethicsdiscretionattention to detailability to work under pressure
Certifications
GCSEs graded A-C