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 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 our current vacancies and the Attivo Group Academy.

Current vacancies at Attivo Financial Planning

We are 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.

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.

Telephone Financial Planner – Cheltenham and London

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

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 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.

Paraplanner Manager – Cheltenham or London

We are recruiting a Paraplanner Manager to join our busy Financial Planning Team in either Cheltenham or London. You will be managing and overseeing the paraplanning team, ensuring their activities are conducted in accordance with internal processes in order to provide the highest level of service to our clients.

Working in a fast-paced dynamic environment, the individual must be able to demonstrate that they are technically competent, along with having excellent management skills to focus and drive the team forward.

Although you will primarily be based at one site, the successful candidate must be willing to travel across sites as there are Paraplanners situated across both locations.

Relationship Manager – Cheltenham and London

Attivo Group has an exciting opportunity for a Relationship Manager to join the team in Cheltenham and London.

You will act as an ambassador for Attivo Financial Planning, building trust and confidence with existing and prospective private, professional partners, retired advisers and introducers to increase revenue and profitability through new business generation and client retention.

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.

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

We are recruiting for someone to join the New Business Technical Support Team in Cheltenham. You will be responsible for processing new business submissions and provider authorities; ensuring that they are submitted effectively and efficiently.

You will be required to review the documentation, check for accuracy and compliance and provide detailed feedback where any exceptions are identified.

You will be required to monitor and track ongoing new business submissions to completion and ensure all internal stakeholders are kept up to date with progress.

The role will include liaising with third party providers to ensure we are providing a first class service to our clients.

Client Services Coordinator – Cheltenham

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.

You will be dealing with any ad hoc client queries, ensuring they are dealt with in a timely manner, often liaising with Financial Planners, Paraplanners, our Senior Technical Support Team and external companies.

You will attend client events as and when required, maintaining a courteous and professional manner.

Along with the rest of the team, you will be responsible for managing the diaries of our Financial Planners by arranging client meetings for them and annual financial planning reviews with our existing clients.

You will be confident, personable, polite and able to work within a face paced environment.

You will develop and maintain an up to date knowledge of the financial services industry and how changes affect Attivo Group’s clients.

Client Engagement Administrator – Cheltenham

We are currently looking for a Client Engagement Administrator to join our team in Cheltenham.

You will provide administrative support to the Client Engagement Team, with a focus on providing first class customer service at all times. You will be responsible for administering the process of introducing new clients into Attivo Financial Planning.

You will assist with gathering information from internal and external stakeholders and will assist with acquisition due diligence, if required, as well as accurately inputting and updating client information.

Attivo Financial Planning is a firm of genuinely Independent, Chartered Financial Planners founded in 1998, specialising in pensions, investments, tax planning, protection and other aspects of Independent Financial Planning advice.

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

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 Financial Planning and why we are different