Jobs at Attivo (attivo.co.uk)

Maintain accurate group financial reporting, controls, reconciliations, consolidations, statutory accounts, VAT returns, and regulatory filings. Lead external audits, coordinate with tax advisors, support acquisitions and finance projects, and provide technical accounting guidance to senior stakeholders. The role also supports the Trainee Financial Accountant and improves processes, systems, and reporting accuracy across the business.

Supports strategic acquisitions by researching targets, performing financial analysis and due diligence, building acquisition models, assessing risks and strategic fit, maintaining the deal pipeline, coordinating transaction documentation and advisers, supporting negotiations, and preparing recommendations for senior management. The role requires strong accounting, valuation, analytical, communication, confidentiality, and prioritization skills, with relevant M&A, corporate finance, transaction support, or investment analysis experience.

Supports strategic acquisitions by researching targets, analyzing financial, commercial, and operational information, supporting due diligence and negotiations, and owning financial models. Maintains the deal pipeline and transaction documentation, identifies risks and opportunities, and prepares recommendations for senior management. Collaborates with internal departments and external advisers, including investment bankers, lawyers, accountants, and vendors, while handling confidential information and meeting tight deadlines.

Senior Client Services Administrator supporting financial planning client lifecycle processes, including enquiries, data updates, Letters of Authority, provider chases, pre-meeting preparation, correspondence, and offboarding. Acts as a subject matter expert, handles complex queries, performs quality checks, guides colleagues, supports onboarding and mentoring, maintains process documentation, and contributes to continuous improvement. Requires strong organisation, attention to detail, communication skills, confidentiality, and experience in financial planning or a regulated environment.

Manage client service administration across the financial planning lifecycle, including enquiries, data updates, Letters of Authority, provider follow-ups, documentation, and pre-meeting preparation. Handle complex client queries, perform quality checks, support colleagues with guidance and training, maintain process documentation, and contribute to continuous improvement initiatives. Coordinate with Financial Planners and stakeholders while ensuring accurate, professional, and confidential service delivery.

Supports financial planning client services, including client enquiries, data updates, Letters of Authority, provider chases, pre-meeting preparation, correspondence, and lifecycle administration. Acts as a subject matter expert, handles escalated queries, guides colleagues, mentors new starters, performs quality checks, maintains process documentation, and contributes to operational improvement initiatives. Works with Financial Planners and support teams to deliver accurate, efficient, and professional client service.

The Senior Client Services Administrator manages financial planning administration across the client lifecycle, including enquiries, data updates, Letters of Authority, provider chases, pre-meeting preparation, correspondence, and offboarding. They handle complex queries, perform quality checks, guide colleagues, mentor new starters, maintain process documentation, and support continuous improvement initiatives. The role requires close collaboration with Financial Planners and support teams, with a minimum of three days per week in the Cheltenham office.

Prepare monthly management accounts, reconciliations, VAT returns, cash-flow forecasts, budgets, audit packs, and financial reports across multiple group entities. The role supports acquisitions, due diligence, integration planning, financial controls, process improvements, and senior leadership decision-making. It requires a qualified accountant with strong technical accounting, analytical, communication, organizational, and stakeholder-management skills.

Serve as the first point of contact for existing and prospective clients, handling enquiries professionally and efficiently. Maintain accurate client records in Intelligent Office, follow FCA, GDPR, customer-risk, and Treating Customers Fairly requirements, and support Financial Planners with client reviews, business transfers, projects, and service delivery. Identify new business opportunities, maintain process knowledge, and ensure all client activities are accurately documented and updated.

Provide senior administrative support across the financial planning client lifecycle, including client enquiries, data updates, Letters of Authority, provider chases, pre-meeting preparation, correspondence, and offboarding. Handle complex queries, perform quality checks, guide and mentor colleagues, maintain training documentation, and contribute to process improvement. Collaborate with Financial Planners and support teams while maintaining accuracy, confidentiality, professionalism, and excellent client service.

Lead the Group's financial control function, overseeing statutory and management reporting, governance, month‑end/year‑end close, audit management, balance sheet control, and finance operations. Build and develop a reporting team, drive process improvement, automation, and scalable controls, advise the CFO and executive team on technical accounting, regulatory compliance, and M&A integration, and ensure integrity and compliance across the organisation's financial information.