Attivo (attivo.co.uk) Benefits Overview

Provide administrative and diary management support to an Associate Director in a financial planning practice. Prepare client meeting documentation, manage CRM tasks, process withdrawals and policy maintenance, coordinate diaries, handle client queries, monitor workflows, and ensure systems are up-to-date and compliant. Support team capacity, new business implementation, and contribute to process improvements. Hybrid role with minimum three days per week in office on a 12-month fixed-term contract.

Provide administrative and diary support to an Associate Director in a financial planning team: prepare client meeting documentation, manage CRM tasks, schedule meetings, handle client queries, process plan/policy maintenance, monitor workflow, and support new business implementation and compliance. Hybrid role with at least three days per week in-office for a 12-month fixed-term contract.

Provide administrative and diary management support to an Associate Director within a financial planning team. Coordinate client meetings, maintain CRM records, process plan/policy maintenance, handle client queries, monitor team workflow, and support new business implementation while ensuring compliance and high-quality client service.