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.

Personal Assistant to CEO of Attivo Group – Cheltenham

We are recruiting for a Personal Assistant to provide executive support to our Chief Executive. This is a key role within the business and we are looking for an experienced candidate who is self-motivated and has excellent communication skills with both internal and external contacts at all levels. Are you proactive and able to work under your own initiative, managing people with delegated responsibilities on behalf of the Chief Executive? Do you have experience working as a Manager or Senior Executive Assistant reporting to board level? If so, please keep reading.

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 – Aylesbury

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

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.

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.