Attivo (attivo.co.uk) Benefits Overview

Provide independent, long-term tax and lifestyle financial planning to clients. Manage an existing client bank, conduct financial reviews, prepare suitability reports, maintain regulatory compliance, develop client relationships, generate referrals, and support business growth. The role requires strong knowledge of pensions, investments, estate planning, AML, and FCA requirements, along with excellent communication, analytical, organisational, and caseload-management skills.