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Strategic Planning & Partnership Development Intern at WHOI supporting OceanWorks initiative. Focusing on innovation, partnerships, and commercialization in oceanographic research.
About the role
- Financial Planner delivering high calibre financial and lifestyle planning services for Attivo clients. Building long-term client relationships and ensuring compliant and efficient service delivery.
Responsibilities
- 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.
Requirements
- Diploma in Regulated Financial Planning
- Proven track record of providing high levels of service and advice
- Excellent interpersonal, listening, numerical and IT skills
- Strong analytical and research skills
- Excellent report writing and written/verbal communication skills
- Good organisational, time management, and caseload management skills
- Ability to work on own initiative, sometimes for long time periods
- Professional, ethical and discreet
- Ability to build and maintain ongoing client relationships
- Ability to work well under pressure while maintaining excellent attention to detail.
Benefits
- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection, Critical Illness
- Death in Service
- London Living Allowance for employees within M25
- Excellent Family Friendly policies, including enhanced Maternity and Paternity
- Generous holiday allowance
- Rising with length of service
- Work from home and flexible working policies
- Subsidised parking
- Excellent culture, promoting employee wellbeing and engagement.
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