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.

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.

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.

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.