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Cheltenham

    Senior IFA Admin - Cheltenham, Gloucestershire, United Kingdom - Attivo Group

    Attivo Group
    Attivo Group Cheltenham, Gloucestershire, United Kingdom

    1 week ago

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    Description
    Senior Financial Planning Administrator (IFA) - Cheltenham
    Attivo are Lifestyle Financial Planners.

    We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

    Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients.

    We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

    Whether you're a private client ora business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

    As a Senior Financial Planning Administrator, you will be providing efficient and effective dedicated Administration and PA support an Associate Director.

    Working as part of a team, you will be responsible for managing your own task list and providing high quality support to a busy Financial Planner.

    As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham office a minimum of 2 days per week, with the option to work remotely the remaining days.

    We value work life balance and offer flexible working alongside our hybrid approach.

    You will have experience working in a similar role, having either directly supported a Financial Advisor or Planner previously or worked as part of a large team in a Financial Planning firm.

    You are a fast learner, able to pick things up quickly and seek out learning opportunities.

    Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of the work undertaken.

    General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires.
    Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements
    The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees
    Previous experience supporting a Financial Advisor
    Financial Planning qualifications

    up to £40,000 depending on experience
    Non-contributory Pension Scheme

    Private Medical Insurance
    Parking allowance (Cheltenham only)
    Generous holiday allowance, rising with length of service
    Work from home and flexible working available
    Discounted corporate gym membership
    Recruitment Policy

    Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) .

    This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
    Privacy Policy
    Please visit our website to view our full privacy policy for prospective employees.
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