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 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.

Diploma or Chartered Financial Planner – London

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

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.

Diploma or Chartered Financial Planner – Cardiff

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

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, 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.

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.

Diploma or Chartered Financial Planner – South West

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

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.

Diploma or Chartered Telephone Financial Planner – Cheltenham and London

Attivo Group has an exciting opportunity for a Telephone Financial Planner to join the growing teams in our Cheltenham and London offices.

This is a unique opportunity to become a member of the Financial Planning team and develop your career.

You will provide telephone-based Financial Planning support to clients and deal with their ongoing servicing requirements to build, develop and deepen relationships with the Group’s growing client base.

We pride ourselves on the training and development support we give our employees to attain further qualifications. You will be given full study support as well as a very rewarding and prosperous 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.

Diploma or Chartered Paraplanner – Cheltenham

Due to an exciting period of growth, Attivo Group has an opportunity for a Paraplanner to join the team in our Cheltenham office in 2019.

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

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.

Diploma or Chartered Paraplanner – London

Due to an exciting period of growth, Attivo Group has an opportunity for a 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 utilising the excellent study support that we offer.

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.

Diploma or Chartered Paraplanner – Cardiff

Due to an exciting period of growth, Attivo Group has an opportunity for a Paraplanner to join the team in our Cardiff office in 2019.

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

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.

Senior Financial Planning Technical Support – Cheltenham

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

Attivo Group is looking to recruit several ambitious and hardworking candidates to work within our Technical Support team.

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.

We provide our advice and service through Attivo Financial Planning, 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.

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.

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

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.

This is a unique opportunity to become a member of the Senior Technical Support team working specifically with Corporate Services and developing 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 Planners to ensure the smooth processing of client requirements.

We provide our advice and service through Attivo Financial Planning, 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.

Business Submissions Coordinator – Cheltenham

Do you have experience of working in Financial Services or are you looking to start your career in Financial Planning? 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.

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

Personal Assistant – Cheltenham

Are you extremely organised and able to prioritise efficiently? Are you proactive and able to work under your own initiative? Do you have experience of working as an Executive Assistant or Personal Assistant at board level? If so, please keep reading!

We are recruiting for a Personal Assistant to join our busy team in Cheltenham. The purpose of the role is to provide executive support to our Compliance Director.

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

Business Systems Analyst – Cheltenham

Do you have an interest in business automation and technology? Do you have experience within the financial services industry? Have you been a part of a transformation project team? If so, keep reading!

Attivo Group has an exciting Corporate Business Systems Analyst vacancy based in Cheltenham.

This is a unique opportunity to become a member of the Business Systems team providing expertise and support to the group in the integration, development and implementation of back office systems.

We provide our advice and service through Attivo Financial Planning, 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 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.

Apprentice Business Support Technician – Cheltenham

Do you have a passion for IT and Microsoft products? Are you ambitious, proactive and able to work under your own initiative? Are you looking to join a company that offers career development and an excellent benefits package? If so, please keep reading!

We are currently recruiting for a Business Support Technician (BST). The BST will join our Business Support team who are responsible for all elements of technology and systems support. Our aim is to automate and innovate business processes, leveraging technology where possible.

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

LOA Processor – Cheltenham

Do you have excellent attention to detail? Are you process driven with an analytical mind? Are you looking for an entry level position with a business that offers training and career development? If so, please keep reading!

We are recruiting for a LOA Processor to join our busy team in Cheltenham. The purpose of the role is to ensure that once received, Letters of Authority are sent to the providers in a timely manner to obtain authority on the client’s policies, in order that Attivo Financial Planning can then service them.

We provide our advice and service through Attivo Financial Planning, 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.

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