Careers

Working with us

We understand that 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, we need the best people. This means recruiting and developing ambitious, forward-thinking, talented individuals as our success is reliant on our hardworking team.

We seek to promote from within and for all staff to have a clear career path. Most of our Financial Planners, Paraplanners and Managers have come from within the business and we encourage our people to develop themselves and their career at Attivo Group.

Current vacancies

We are currently recruiting for the following roles. If you are interested in applying, please email a CV and covering letter to careers@attivogroup.co.uk. No agencies please.

Chartered or Diploma Financial Planner – Cheltenham

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

This is a salaried role and all clients are supplied, so this is a great opportunity to become a member of our team and develop your career.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension 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.

Chartered or Diploma Financial Planner – Kent

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in Kent. This is a salaried role and all clients are supplied, so it is a great opportunity to become a member of our team and develop your career.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension 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.

Chartered or Diploma Financial Planner – Milton Keynes

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in Milton Keynes. This is a salaried role and all clients are supplied, so it is a great opportunity to become a member of our team and develop your career.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension 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.

Chartered or Diploma Financial Planner – West Sussex

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in West Sussex. This is a salaried role and all clients are supplied, so it is a great opportunity to become a member of our team and develop your career.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension 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.

Trainee Financial Planners – Multiple locations

Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, please keep reading!

Attivo Group is looking to recruit several Trainee Financial Planners based in Berkshire, Surrey, Kent, or surrounding areas to start in April 2020 due to our exciting expansion. You will be based in our London office for a six-month intensive training programme, during which you will be taught all the skills required to become a successful Financial Planner including carrying out the advice process, building client relationships, and influencing and negotiation skills.

Chartered Paraplanner – London

Due to an exciting period of growth, Attivo Group is looking to recruit a Chartered Paraplanner to join the team in our London office in 2019. This is a unique opportunity to become a member of the Paraplanning Team and develop your career with the excellent study support we offer. We will also support Paraplanners looking to progress into an advisory role.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension 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.

Internal Recruitment Manager – Cheltenham

Are you an experienced internal recruiter looking for a new opportunity? Do you currently work for a recruitment agency but want to make a move? Are you looking to join a growing business that offers excellent benefits? If so, please keep reading!

Attivo Group is looking for a Recruitment Manager to join our busy and growing Cheltenham office. The role is to provide expertise and support to the Senior Management Team and wider company in coordinating all aspects of recruitment within Attivo Group, driving the brand forward and attracting talent in line with our culture, values and behaviours.

Compliance Manager – Cheltenham

Are you an experienced Compliance Manager looking for a new challenge? Do you have experience working within Financial Planning or Wealth Management? Are you looking for a company that offers progression opportunities and encourages study and personal development? If so, please keep reading!

We are recruiting for a Compliance Manager to join our Cheltenham Head Office to ensure the delivery of a quality and timely service to internal and external stakeholders in an effective and compliant manner.

Finance Manager – Cheltenham

Are you a qualified Accountant looking to work for a professional and growing business? Do you have experience of working in a management role within a finance team? Are you looking for an opportunity to add value and be an integral part of the Senior Management Team? If so, please
keep reading.

Attivo Group is looking to recruit a Finance Manager to oversee the end-to-end finance operations including the finalisation and reconciliation of monthly management accounts, processing VAT, payroll and other statutory submissions on time.

Compliance Analyst – Cheltenham

Do you have experience of compliance or complaint handling within Financial Services? Are you looking for a new challenge? Do you want to join a growing company that offers personal development and an excellent benefits package? If so, please keep reading!

As a Compliance Analyst, you will provide support to the Risk and Compliance Team, ensuring a robust framework is maintained at all times, and that the firm complies with existing regulations and internal policies.

Senior Data Analyst – Cheltenham

Are you an experienced Data Analyst looking for a new opportunity? Do you thrive on a challenge and enjoy problem solving? Do you possess excellent presentation skills? If so, please keep reading!

Attivo Group is looking to recruit a Senior Data Analyst to join our busy and growing Cheltenham office to provide expertise and support to the Senior Management Team and wider company in the collection, manipulation, maintenance, administration, and representation of business data.

Private Personal Assistant to CEO (part time 25 – 30 hours) – Cheltenham

Are you extremely professional, discreet and able to work under your own initiative? Do you have experience of working as an Executive Assistant or Private Personal Assistant? Are you looking for a varied and rewarding role? If so, please keep reading!

We are recruiting for a part time Private PA to support our Chief Executive (CE). This is an important role requiring discretion and sophisticated communication skills. You should be extremely organised, efficient, and able to prioritise effectively. You will be working alongside an existing business PA so being a team player with a collaborative approach is required. The role is office-based however, on occasion you will be required to work from the CE’s home address in Cheltenham so a driving licence is essential.

The Attivo Group Academy

We believe all Financial Planners and Paraplanners should be qualified to Chartered and Fellow status and be Occupational Pension Specialists. The Attivo Group Academy offers exceptional training which has been mapped across numerous roles within Financial Services and financial planning firms to enable our people to gain the skills, knowledge and qualifications needed to provide excellent service to our clients.

Get in touch

We are always looking for talented people to join our team. Even if we are not advertising specific vacancies, we would love to hear from you if you are interested in a Financial Planning or Paraplanning career with us.

For more information about our opportunities, please contact our Recruitment Manager Alix Scott on
01242 585434 or email careers@attivogroup.co.uk.