Careers

Working at Attivo Financial Planning

Our aim is for Attivo Financial Planning to be the best independent financial planning company in the UK and to deliver the most professional, technically competent, independent advice and service to our clients.

To make this happen we need to not only recruit the most suitable people to join the team, but develop existing staff.  We believe in promoting from within the company and have set up our own Attivo Academy to help staff grow and develop their career at Attivo Financial Planning. Many of our Financial Planners, Paraplanners and Managers have come from within the business and we are passionate about encouraging staff to develop and fulfil their potential.

Read on for more details about the Attivo Academy, and also our current vacancies.

The Attivo Group Academy

Attivo Financial Planning have a passion and strong belief in professional development and want all staff to have a clear career path to enable them to succeed in financial planning. With this in mind, we set up the Attivo Academy to provide a comprehensive development programme for outstanding individuals who have little or no previous experience of working in financial services or giving financial advice. We also work with the Personal Finance Society (PFS) and support the apprenticeship and development paths they offer.

The Attivo Academy offers exceptional training which has been mapped across numerous roles within financial services and financial planning firms to allow staff to enhance their knowledge and acquire the skills, qualifications and expertise that help them provide a first class service to all our clients.

Whatever the staff member’s aspiration, be it to become an Independent Chartered Financial Planner, a Chartered Paraplanner or a Manager, Attivo Financial Planning supports them on that journey.

Current vacancies at Attivo Financial Planning

We’re recruiting for the following roles at Attivo Financial Planning. Please click on each role for more information and get in contact with careers@attivogroup.co.uk if you are interested in applying. No agencies please.

Get in touch

Attivo Financial Planning are always looking for talented people to join the team. Even if we aren’t advertising specific vacancies, we are always interested in speaking to anyone interested in a potential Financial Planning or Paraplanning career with us.

If you would like to talk to us about any opportunities, please contact us at careers@attivogroup.co.uk.

Working at Attivo and why we are different

Diploma or Chartered Financial Planner - South Wales

Attivo Group has an exciting opportunity for a Financial Planner based in South Wales to join our growing team.

We provide our advice and service through Attivo Financial Planning, our Chartered Independent Financial Planning company. It is one of the very few genuinely Independent, Chartered, Pension Transfer Specialist, financial planning firms in the UK.

Diploma or Chartered Paraplanner – London

Attivo Group has an exciting opportunity for a Paraplanner to join the growing team in our London office.

We provide our advice and service through Attivo Financial Planning, our Chartered Independent Financial Planning company. It is one of the very few genuinely Independent, Chartered, Pension Transfer Specialist, financial planning firms in the UK.