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About the role
- Financial Planning Administrator at Attivo supporting an Associate Director and clients in delivering high-quality services. Managing diaries, workflows, and providing comprehensive administrative support for exceptional client experiences.
Responsibilities
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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