Careers

Working with us

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 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.

Current vacancies

We are recruiting for the following roles. 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.

Diploma or Chartered Financial Planners – Cheltenham, London and surrounding

Attivo Group has an exciting opportunity for Financial Planners based in Cheltenham, Gloucester, Cirencester, Cardiff, Milton Keynes and London 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, Occupational Pension Specialist, financial planning firms in the UK.

Diploma or Chartered Paraplanner – Cheltenham and London

Attivo Group has an exciting opportunity for Paraplanners based in Cheltenham and London 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, Occupational Pension Specialist, financial planning firms in the UK.

Senior Financial Planning Technical Support – Cheltenham

Attivo Group has an exciting Senior Financial Planning Technical Support vacancy.

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.

We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

This is a unique opportunity to become a member of the Senior Technical Support team and develop your career utilising the excellent study support that we provide.

The purpose of the Senior Technical Support team is to provide support to the Financial Planning team to ensure the smooth processing of client requirements.

Business Submissions Coordinator – Cheltenham

Do you have experience of working in Financial Services? Do you pride yourself on your attention to detail? Are you looking to join a company that offers career development and an excellent benefits package? If so, please keep reading!

We are recruiting for someone to join the Business Submissions Team in Cheltenham. You will be responsible for processing new business submissions and online platform/provider transactions; ensuring that they are submitted effectively and efficiently.

Client Services Coordinator – Cheltenham

Do you have Customer Service experience within Financial Services? Do you thrive in a busy and fast-paced environment? Are you ambitious and looking to start a career with a company offering personal development and an excellent benefits package? If so, please keep reading!

We are recruiting for a Client Services Coordinator to join our busy team in Cheltenham.

You will be responsible for providing exceptional service to all of our existing and new clients whilst projecting a positive and professional image of Attivo Group to ensure client retention.

Corporate Services Coordinator – Cheltenham

Do you have experience of employee benefits and auto-enrolment? Are you currently studying towards your Diploma in Financial Planning? Are you looking for an employer that will support further study and offers career development alongside an excellent benefits package? If so, please keep reading!

Attivo Group has an exciting Corporate Services Coordinator vacancy based in Cheltenham.

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

We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

This is a unique opportunity to become a member of the Senior Technical Support team working specifically with Corporate Services and develop your career utilising the excellent study support that we provide. The purpose of the Senior Technical Support team is to provide support to the Financial Planner to ensure the smooth processing of client requirements.

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 Group 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 Group 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.

To apply for the Attivo Group Academy, or if you would like any further information, please send a copy of your CV along with a covering letter to careers@attivogroup.co.uk.

Get in touch

We are always looking for talented people to join the team. Even if we are not 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 with us and why we are different