Finance Manager focusing on global sales analytics and reporting for Broadridge. Collaborating with Sales leadership to drive performance management and financial strategy.
About the role
- Financial Planning Administrator at Attivo delivering administrative support for financial planning. Ensuring smooth client experiences through effective data management and adherence to processes.
Responsibilities
- Provide comprehensive administrative assistance to the financial planning team
- Ensure the smooth processing of client requirements
- Manage new business submissions and fund switches
- Process claims and liaise with platforms and providers
- Maintain client data and records
- Provide general administrative support and handle client inquiries
- Assist with meeting preparation
Requirements
- Experience in Financial Services
- Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
- Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English
- Previous experience supporting a Financial Advisor
- Good organisational, time management skills and effective caseload management
- Ability to work well under pressure while maintaining excellent attention to detail
- Ability to work on own initiative, sometimes for long periods of time
- Professional, ethical, and discreet.
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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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