Attivo Group is a wealth management company that provides financial planning, investment management, and pension advice to individuals and businesses. Their mission is to deliver personalised, independent financial advice that helps clients achieve their financial goals and secure their financial future. Attivo Group aims to build long-term relationships with their clients, offering tailored solutions that adapt to changing circumstances and priorities. Their purpose is to enhance clients' financial well-being through expert guidance and bespoke financial strategies.

Finance

Attivo Group

Independent Chartered Lifestyle Financial Planners and Occupational Pension Specialists

You must have experience supporting a Financial Advisor, strong organizational skills, attention to detail, and proficiency in IT. Financial Planning qualifications are a plus.

You will process new business submissions, maintain client data, support financial planning, update CRM, manage client onboarding/offboarding, and ensure team efficiency.

Portsmouth

<div>
 Senior Financial Planning Administrator (IFA) - Fareham
 
 About Attivo:
 
 Attivo are Lifestyle Financial Planners.
 
 
 We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
 
 
 Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
 
 
 Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
 
 
 About the role:
 
 As a Senior Financial Planning Administrator, you will be providing efficient and effective dedicated Administration and PA support an Associate Director. Working as part of a team, you will be responsible for managing your own task list and providing high quality support to a busy Financial Planner.
 
 As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our South Coast office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.
 
 
 About you:
 
 You will have experience working in a similar role, having either directly supported a Financial Advisor or Planner previously or worked as part of a large team in a Financial Planning firm.
 
 You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will a team player, able to support colleagues when needed and ensure work is completed to the highest standards.
 
 You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.
 
 Key Responsibilities include:
 
 
 <ul> 
 <li> The accurate processing of all New Business Submissions working with platforms and providers to ensure client applications and requests concluded.</li> 
 <li>Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of the work undertaken. </li>
 <li>General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires. </li> 
 <li>Updating client details, address changes, Update providers and send letter to client confirming</li> 
 <li>Maintain CRM system to keep the Associate Director/ Financial Planner updated throughout the processing of business in accordance with Service Level Agreements </li>
 <li>The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees</li> 
 <li>Support with MIFID statements as required</li> 
 <li>Continuously review own workflows and processes and offer support to other colleagues where appropriate </li>
 <li>In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the Associate Directors team.</li>
 </ul>
 
 Essential skills and experience
 
 
 <ul> 
 <li> Previous experience supporting a Financial Advisor</li> 
 <li>Good organisational, time management skills and effective caseload management </li> 
 <li>Ability to work well under pressure while maintaining excellent attention to detail </li>
 <li>Ability to work on own initiative, sometimes for long periods of time</li> 
 <li>Professional, ethical, and discreet</li> 
 <li>Excellent interpersonal, listening, numerical and IT skills</li>
 </ul>
 
 
 Desirable skills and experience
 
 
 <ul> 
 <li> Financial Planning qualifications</li>
 </ul>
 
 
 Salary and benefits 
 up to £40,000 depending on experience
 
 
 Attivo also offers: 
 <ul> 
 <li>Non-contributory Pension Scheme</li> 
 </ul>
 <ul>
 <li>Private Medical Insurance</li> 
 <li>Cashplan</li> 
 <li>Income Protection</li> 
 <li>Critical Illness</li> 
 <li>Death in Service</li> 
 <li>Parking allowance</li> 
 <li>Generous holiday allowance, rising with length of service</li> 
 <li>Work from home and flexible working available </li> 
 <li>Excellent culture, promoting employee wellbeing and engagement.</li>
 </ul>
 
 Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy Please visit our website to view our full privacy policy for prospective employees.
</div>


 Senior Financial Planning Administrator (IFA) - Fareham
 
  About Attivo:
 
  Attivo are Lifestyle Financial Planners.
  
  
  We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
  
  
  Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
  
  
  Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
  
  
  About the role:
 
  As a Senior Financial Planning Administrator, you will be providing efficient and effective dedicated Administration and PA support an Associate Director. Working as part of a team, you will be responsible for managing your own task list and providing high quality support to a busy Financial Planner.
 
  As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our South Coast office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.
  
  
  About you:
 
  You will have experience working in a similar role, having either directly supported a Financial Advisor or Planner previously or worked as part of a large team in a Financial Planning firm.
 
  You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will a team player, able to support colleagues when needed and ensure work is completed to the highest standards.
 
  You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.
 
  Key Responsibilities include:
  
 
  
   The accurate processing of all New Business Submissions working with platforms and providers to ensure client applications and requests concluded. 
  Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of the work undertaken. 
  General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquires.  
  Updating client details, address changes, Update providers and send letter to client confirming 
  Maintain CRM system to keep the Associate Director/ Financial Planner updated throughout the processing of business in accordance with Service Level Agreements 
  The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees 
  Support with MIFID statements as required 
  Continuously review own workflows and processes and offer support to other colleagues where appropriate 
  In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the Associate Directors team.
 
 
  Essential skills and experience
  
 
  
   Previous experience supporting a Financial Advisor 
  Good organisational, time management skills and effective caseload management  
  Ability to work well under pressure while maintaining excellent attention to detail 
  Ability to work on own initiative, sometimes for long periods of time 
  Professional, ethical, and discreet 
  Excellent interpersonal, listening, numerical and IT skills
 
  
  
  Desirable skills and experience
  
 
  
   Financial Planning qualifications
 
  
  
  Salary and benefits 
  up to £40,000 depending on experience
  
  
  Attivo also offers: 
  
  Non-contributory Pension Scheme 
 
 
  Private Medical Insurance 
  Cashplan 
  Income Protection 
  Critical Illness 
  Death in Service 
  Parking allowance 
  Generous holiday allowance, rising with length of service 
  Work from home and flexible working available  
  Excellent culture, promoting employee wellbeing and engagement.
 
  
  Recruitment Policy  Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.  Privacy Policy Please visit our website to view our full privacy policy for prospective employees.


Senior IFA Administrator - Fareham - Attivo Group

Senior IFA Administrator - Fareham

You need extensive experience in investment operations, strong analytical skills, attention to detail, and the ability to work effectively in a hybrid environment.

You will manage investment operations, ensure accuracy in transactions, reconcile accounts, support compliance processes, and collaborate with teams in a hybrid work environment.

London

<div>
 Senior Investment Operations Administrator - Hybrid (2 days per week in London)
 
 About Attivo:
 
 Attivo are Lifestyle Financial Planners.
 
 
 We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
 
 
 Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
 
 
 Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
 
 
 About the role:
 
 As a Senior Investment Operations Administrator, you will be providing efficient and effective dedicated administration support for the Investment Operations department. Working as part of a team, you will ensure the day-to-day ongoing needs of clients and financial planners are carried out to the highest standard and delivered within agreed SLAs. 
 
 
 Acting as first point of contact for financial planners and their support staff, you will handle all investment operation queries. You will also liaise with the custodian and providers for Attivo’s Investment Operations to ensure both compliant and timely resolutions to any queries.
 
 As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our London office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.
 
 
 About you:
 
 You will have experience working in a similar role, having either worked for a Financial Planning business or directly with a Platform.
 
 You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will a team player, able to support colleagues when needed and ensure work is completed to the highest standards. You may have experience of line management or delegation of task and are looking to expand on your current responsibilities.
 
 You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.
 
 Key Responsibilities include:
 
 
 <ul> 
 <li> Facilitate client instructions for the Investment Operations Team</li> 
 <li>Maintain AIP and keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements</li> 
 <li>Updating client details for Investment Operations Team</li> 
 <li>The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees</li> 
 <li>Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate</li> 
 <li>In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.</li> 
 <li>Liaise with all Attivo client facing team to ensure best client outcomes.</li> 
 <li>Support with MIFID statements as required</li>
 </ul>
 
 Essential skills and experience
 
 
 <ul> 
 <li> At least 2 years investment operations experience within Financial Services</li> 
 <li>Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level</li> 
 <li>Strong responsibility and ownership to ensure our customer requests are met in full</li> 
 <li>Prioritising and managing workload throughout the day.</li> 
 <li>Excellent verbal and written communication skills and ability to influence stakeholders</li> 
 <li>The ability to put yourself in the customers shoes, suggesting ways to improve our overall customer experience </li>
 <li>Good teamwork and recognizing opportunities to build key relationships within the organisation</li> 
 <li>Good attention to detail</li> 
 <li>Resilience in challenging situations</li>
 </ul>
 
 
 Desirable skills and experience
 
 
 <ul> 
 <li> Demonstratable experience of working with or for platforms, pension providers or custodians </li>
 <li>Knowledge of Microsoft and customer technology solutions</li> 
 <li>Educated to degree level </li>
 <li>Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products and distribution channels</li> 
 <li>Experience in leading a team and allocating workloads.</li>
 </ul>
 
 
 Salary and benefits 
 up to £32,500 depending on experience. London Living allowance of £3,500 for candidates located within the M25.
 
 
 Attivo also offers: 
 <ul> 
 <li>Non-contributory Pension Scheme</li> 
 </ul>
 <ul>
 <li>Private Medical Insurance</li> 
 <li>Cashplan</li> 
 <li>Income Protection</li> 
 <li>Critical Illness</li> 
 <li>Death in Service </li> 
 <li>Generous holiday allowance, rising with length of service</li> 
 <li>Work from home and flexible working available</li> 
 <li>Discounted corporate gym membership </li> 
 <li>Excellent culture, promoting employee wellbeing and engagement.</li>
 </ul>
 
 Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy Please visit our website to view our full privacy policy for prospective employees.
</div>


 Senior Investment Operations Administrator - Hybrid (2 days per week in London)
 
  About Attivo:
 
  Attivo are Lifestyle Financial Planners.
  
  
  We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
  
  
  Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
  
  
  Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
  
  
  About the role:
 
  As a Senior Investment Operations Administrator, you will be providing efficient and effective dedicated administration support for the Investment Operations department. Working as part of a team, you will ensure the day-to-day ongoing needs of clients and financial planners are carried out to the highest standard and delivered within agreed SLAs. 
 
  
 Acting as first point of contact for financial planners and their support staff, you will handle all investment operation queries. You will also liaise with the custodian and providers for Attivo’s Investment Operations to ensure both compliant and timely resolutions to any queries.
 
  As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our London office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.
  
  
  About you:
 
  You will have experience working in a similar role, having either worked for a Financial Planning business or directly with a Platform.
 
  You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will a team player, able to support colleagues when needed and ensure work is completed to the highest standards. You may have experience of line management or delegation of task and are looking to expand on your current responsibilities.
 
  You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.
 
  Key Responsibilities include:
  
 
  
   Facilitate client instructions for the Investment Operations Team 
  Maintain AIP and keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements 
  Updating client details for Investment Operations Team 
  The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees 
  Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate 
  In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department. 
  Liaise with all Attivo client facing team to ensure best client outcomes. 
  Support with MIFID statements as required
 
 
  Essential skills and experience
  
 
  
   At least 2 years investment operations experience within Financial Services 
  Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level 
  Strong responsibility and ownership to ensure our customer requests are met in full 
  Prioritising and managing workload throughout the day. 
  Excellent verbal and written communication skills and ability to influence stakeholders 
  The ability to put yourself in the customers shoes, suggesting ways to improve our overall customer experience 
  Good teamwork and recognizing opportunities to build key relationships within the organisation 
  Good attention to detail 
  Resilience in challenging situations
 
  
  
  Desirable skills and experience
  
 
  
   Demonstratable experience of working with or for platforms, pension providers or custodians 
  Knowledge of Microsoft and customer technology solutions 
  Educated to degree level 
  Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products and distribution channels 
  Experience in leading a team and allocating workloads.
 
  
  
  Salary and benefits 
  up to £32,500 depending on experience. London Living allowance of £3,500 for candidates located within the M25.
  
  
  Attivo also offers: 
  
  Non-contributory Pension Scheme 
 
 
  Private Medical Insurance 
  Cashplan 
  Income Protection 
  Critical Illness 
  Death in Service  
  Generous holiday allowance, rising with length of service 
  Work from home and flexible working available 
  Discounted corporate gym membership  
  Excellent culture, promoting employee wellbeing and engagement.
 
  
  Recruitment Policy  Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.  Privacy Policy Please visit our website to view our full privacy policy for prospective employees.


Senior Investment Operations Administrator - Hybrid (2 days in London per week) - Attivo Group

Senior Investment Operations Administrator - Hybrid (2 days in London per week)

You must have strong organizational skills, attention to detail, and experience with contract management or administration. Effective communication and multitasking abilities are essential.

You will manage contract novation processes, coordinate with stakeholders, ensure compliance, and maintain documentation while supporting the administration of contracts in a hybrid work environment.

Gloucester

<div>
 Novation Administrator
 
 About Attivo:
 
 Attivo are Lifestyle Financial Planners.
 
 
 We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
 
 
 Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
 
 
 Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
 
 
 About the role:
 
 As Novation's Administrator, you will ensure the smooth transition of clients through the novation process, facilitating the seamless integration of acquired businesses into our operations. You will be preparing agencies, managing policies, and maintaining databases to achieve effective novation outcomes. By efficiently handling these tasks, you will contribute to the successful integration of new business and the overall effectiveness of our operations. Having great attention to detail and ability to manage multiple aspects of the novation process will be essential in maintaining high standards and ensuring client satisfaction.
 
 About you:
 
 You are a detail-oriented professional with exceptional organisational skills and a strong ability to communicate effectively with providers to obtain and document important requirements in writing. You excel at transmitting these requirements to relevant teams for action and handle sensitive client data with strict confidentiality and compliance.
 
 You are proficient in accurately updating and maintaining client records in Intelliflo, adhering to compliance standards, and utilizing and monitoring Intelliflo tasks and workflows to ensure deadlines are met. You are adept at maintaining and updating spreadsheets related to novation activities, ensuring efficient and compliant novation processes. Your work results in accurate and up-to-date client records, timely completion of tasks, and comprehensive documentation and reporting.
 
 You thrive in a fast-paced and dynamic environment, demonstrating an ownership mentality with a commitment to timely task completion. Your previous experience in a similar role highlights your strong reporting, analytical, and data management skills, and you are familiar with regulatory requirements in the financial services industry, particularly under FCA regulations.
 
 
 Key Responsibilities include:
 
 
 <ul> 
 <li> Communicate with providers to obtain and document important requirements in writing.</li> 
 <li>Transmit provider requirements to relevant teams for action.</li> 
 <li>Handle sensitive client data with strict confidentiality and compliance.</li> 
 <li>Prepare and send Letters of Authority (LOAs) and Change of Agency (COAs) to providers.</li> 
 <li>Ensure timely submission and processing of documentation to providers.</li> 
 <li>Accurately update and maintain client records in Intelliflo, adhering to compliance standards.</li> 
 <li>Utilise and monitor Intelliflo tasks and workflows to ensure deadlines are met.</li> 
 <li>Maintain and update spreadsheets related to novation activities.</li> 
 <li>Efficient and compliant novation processes.</li> 
 <li>Accurate and up-to-date client records in Intelliflo.</li> 
 <li>Timely completion of tasks and adherence to workflows.</li> 
 <li>Comprehensive documentation and reporting.</li>
 </ul>
 
 
 Essential skills and experience
 
 
 <ul> 
 <li> Proficiency in Intelliflo with a strong understanding of its functionalities.</li> 
 <li>Knowledge of providers, platforms, and agencies within the financial services sector.</li> 
 <li>Advanced skills in Microsoft Office Suite (Teams, Project, Excel, Word, PowerPoint).</li> 
 <li>Exceptional organisational skills with strong communication abilities.</li> 
 <li>Ability to thrive in a fast-paced and dynamic environment.</li> 
 <li>Ownership mentality with a commitment to timely task completion.</li> 
 <li>Previous experience in a similar role, demonstrating strong reporting, analytical, and data management skills.</li>
 </ul>
 
 
 Desirable skills and experience
 
 
 <ul> 
 <li> Additional certifications or qualifications related to financial services or data management.</li>
 </ul>
 
 
 Salary and benefits 
 up to £35,000 depending on experience
 
 
 Attivo also offers: 
 <ul> 
 <li>Non-contributory Pension Scheme</li> 
 </ul>
 <ul>
 <li>Private Medical Insurance</li> 
 <li>Cashplan</li> 
 <li>Income Protection</li> 
 <li>Critical Illness</li> 
 <li>Death in Service </li> 
 <li>Parking allowance</li> 
 <li>Generous holiday allowance, rising with length of service</li> 
 <li>Work from home and flexible working available </li> 
 <li>Excellent culture, promoting employee wellbeing and engagement.</li>
 </ul>
 
 Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy Please visit our website to view our full privacy policy for prospective employees.
</div>


 Novation Administrator
 
  About Attivo:
 
  Attivo are Lifestyle Financial Planners.
  
  
  We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
  
  
  Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
  
  
  Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
  
  
  About the role:
 
  As Novation's Administrator, you will ensure the smooth transition of clients through the novation process, facilitating the seamless integration of acquired businesses into our operations. You will be preparing agencies, managing policies, and maintaining databases to achieve effective novation outcomes. By efficiently handling these tasks, you will contribute to the successful integration of new business and the overall effectiveness of our operations. Having great attention to detail and ability to manage multiple aspects of the novation process will be essential in maintaining high standards and ensuring client satisfaction.
 
  About you:
 
  You are a detail-oriented professional with exceptional organisational skills and a strong ability to communicate effectively with providers to obtain and document important requirements in writing. You excel at transmitting these requirements to relevant teams for action and handle sensitive client data with strict confidentiality and compliance.
 
  You are proficient in accurately updating and maintaining client records in Intelliflo, adhering to compliance standards, and utilizing and monitoring Intelliflo tasks and workflows to ensure deadlines are met. You are adept at maintaining and updating spreadsheets related to novation activities, ensuring efficient and compliant novation processes. Your work results in accurate and up-to-date client records, timely completion of tasks, and comprehensive documentation and reporting.
 
  You thrive in a fast-paced and dynamic environment, demonstrating an ownership mentality with a commitment to timely task completion. Your previous experience in a similar role highlights your strong reporting, analytical, and data management skills, and you are familiar with regulatory requirements in the financial services industry, particularly under FCA regulations.
  
  
  Key Responsibilities include:
  
 
  
   Communicate with providers to obtain and document important requirements in writing. 
  Transmit provider requirements to relevant teams for action. 
  Handle sensitive client data with strict confidentiality and compliance. 
  Prepare and send Letters of Authority (LOAs) and Change of Agency (COAs) to providers. 
  Ensure timely submission and processing of documentation to providers. 
  Accurately update and maintain client records in Intelliflo, adhering to compliance standards. 
  Utilise and monitor Intelliflo tasks and workflows to ensure deadlines are met. 
  Maintain and update spreadsheets related to novation activities. 
  Efficient and compliant novation processes. 
  Accurate and up-to-date client records in Intelliflo. 
  Timely completion of tasks and adherence to workflows. 
  Comprehensive documentation and reporting.
 
  
  
  Essential skills and experience
  
 
  
   Proficiency in Intelliflo with a strong understanding of its functionalities. 
  Knowledge of providers, platforms, and agencies within the financial services sector. 
  Advanced skills in Microsoft Office Suite (Teams, Project, Excel, Word, PowerPoint). 
  Exceptional organisational skills with strong communication abilities. 
  Ability to thrive in a fast-paced and dynamic environment. 
  Ownership mentality with a commitment to timely task completion. 
  Previous experience in a similar role, demonstrating strong reporting, analytical, and data management skills.
 
  
  
 Desirable skills and experience
  
 
  
   Additional certifications or qualifications related to financial services or data management.
 
  
  
  Salary and benefits 
  up to £35,000 depending on experience
  
  
  Attivo also offers: 
  
  Non-contributory Pension Scheme 
 
 
  Private Medical Insurance 
  Cashplan 
  Income Protection 
  Critical Illness 
  Death in Service  
  Parking allowance 
  Generous holiday allowance, rising with length of service 
  Work from home and flexible working available  
  Excellent culture, promoting employee wellbeing and engagement.
 
  
  Recruitment Policy  Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.  Privacy Policy Please visit our website to view our full privacy policy for prospective employees.


Attivo Group

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