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.

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.

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.