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.

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 – 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.

Chartered or Diploma 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.

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.

Training and Competency Officer – Field based

Attivo Group is recruiting a Training and Competency Officer to join our team. The role is predominantly field based, supporting London and the South West and you will be responsible for supporting the delivery of the training and competency requirements across the business. We have offices in London, Cardiff and Cheltenham so travel will be required between the offices.

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.

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.

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.

Technology Manager – Cheltenham

Attivo Group is looking to recruit a Technical Manager to join our busy and growing Cheltenham office on an initial 12-month fixed term contract. This versatile position requires broad technical skills and the ability to perform tasks relating to company systems including detailed troubleshooting for technical issues and being accountable for effective Managed Service Provider (MSP) delivery.

A key element of the role is the modernisation of our workplace, providing a secure, flexible environment, migrating from our current File Share configuration to leverage the benefits of Microsoft 365, including SharePoint, Intune, Data Loss Prevention, Azure Information Protection, and Enterprise Mobility & Security.

The Technical Manager will be responsible for ensuring that a system is designed to protect our company information and that Attivo Group’s regulatory obligations are met. This will include logical prevention such as firewalls and system security, as well as user education.

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.

Data Analyst – Cheltenham

Are you an experienced Data Analyst looking for a new challenge? Are you interested in business system automation? If so, please keep reading!

Attivo Group is looking to recruit a Data Analyst to join our busy and growing Cheltenham office. The role is to provide expertise and support to the Chief Technology Officer (CTO) and Attivo Group in the collection, manipulation, maintenance, administration and representation of business data.

The Data Analyst will have versatile skills having worked across a broad range of data environments.  The role will be instrumental in enhancing our business intelligence, with the necessary skills to build the database, structure the data from different sources, and visually represent the information.

This role is key to the delivery of the company’s transformation programme to effectively optimise the operational efficiency of the business, whilst improving the client and staff experience by ensuring that our data is secure, accurate, and its use is maximised to provide smart decision making.

The Data Analyst will be responsible for integrating data sets, improving the quality and integrity of the company’s data by working closely with the Technical Manager and CTO to provide a secure environment for the storage, and for the cleansing, manipulation, and presentation of information.

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

Relationship Manager – London

Do you have experience in a client-facing role? Are you currently studying towards your Diploma in Financial Planning? Are you articulate and able to present to a range of stakeholders? If so, please keep reading!

We are recruiting for a Relationship Manager to cover London and the South East (field based). The role is to 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 and client retention.

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.

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 Co-ordinator – 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 Co-ordinator 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.

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.