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Cheltenham

    Fully Remote Technical Coordinator - Cheltenham, Gloucestershire, United Kingdom - Attivo Group

    Attivo Group
    Attivo Group Cheltenham, Gloucestershire, United Kingdom

    2 weeks ago

    Default job background
    Description
    Technical Manager (Financial Advice) - Hybrid - with Travel required to London and 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.

    Working as part of the Proposition team, you will take responsibility for the client advice templates, ensuring they align to the proposition, are client friendly and meet regulatory expectations.

    You will also take responsibility for maintaining all advice guidance and advice policy for the business, ensuring it is meeting the proposition and regulatory requirements, and support the communication of this to the business.

    You will also provide technical support to the business in a clear and precise manner whilst building and maintaining technical material to promote self-serve across all areas of Financial Planning.

    You will be an experienced Financial Services professional, and hold CII Chartered status.

    You have worked within Financial Planning or Wealth Management previously and have a strong awareness of the compliance needs in documenting financial advice.

    The successful candidate will need to be based at our Cheltenham or London Office on average 1 or 2 days a week, with the option to work remotely the remaining days.

    Due to the nature of this role, travel is required to Cheltenham or London on a monthly basis so the ideal candidate will the located close to one of the offices.

    We value work life balance and offer flexible working alongside our hybrid approach, and we would consider an alternative working pattern for this role.

    Management of client advice templates in line with the Proposition and regulatory changes.
    Helping to develop and improve all client advice and ongoing servicing documents.
    Assisting with the maintenance of the Advice Policy Guidance and subsequent implementation
    Assist with the provider research and analysis for bulk transfers
    Assist with review of supporting and technical tools and software.
    Support of projects steered by the proposition team
    Awareness of the compliance needs in documenting financial advice
    Ability to put yourself in the clients shoes and ensuring documentation is designed for them whilst adhering to company standards and appropriate regulatory requirements
    Ability to put yourself in the Financial Planner and other users shoes.
    Circa £55,000 (negotiable depending on experience and qualifications)
    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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