Jobs at Attivo (attivo.co.uk)

Provide administrative and diary management support to an Associate Director in a financial planning team. Prepare client meeting documentation, manage CRM tasks, coordinate diaries, handle client queries, process plan/policy maintenance, support new business implementation, monitor team workflow, and maintain compliant systems.

Senior Client Services Administrator responsible for client lifecycle administration in a regulated financial planning environment. Manage enquiries, LOAs, data updates, pre-meeting preparation, complex cases, quality checks, training, process improvement, and stakeholder coordination to ensure excellent client service.

Provide day-to-day application support and system administration, manage support queue and integrations, maintain data integrity and documentation, support testing and continuous improvement, and liaise with stakeholders to improve system adoption and user experience.

Manage and investigate regulatory complaints and breaches to ensure fair client outcomes. Handle FOS, FSCS and DSAR requests, support AML/CDD activity, conduct monitoring and root-cause analysis, produce regulatory reporting, and provide guidance, training and support for service recovery and compliance improvements across the business.

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.

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.

Provide administrative and diary support to an Associate Director in a financial planning team: prepare client meeting materials, manage CRM tasks and workflows, handle client queries, process plan/policy maintenance, coordinate diaries, monitor team workload, and maintain compliant systems and records. Hybrid role with minimum three days per week in-office; 12-month fixed-term contract.

Provide administrative and diary management support to an Associate Director within a financial planning team. Prepare client meeting documentation, manage CRM workflows, handle client queries, process plan/policy maintenance and new business paperwork, coordinate team workload, and ensure systems remain accurate and compliant. Work is hybrid with a minimum three days per week in an Attivo office. This is a 12-month fixed-term contract supporting client-facing financial planning services.

The FP&A Analyst will provide analysis for budgeting, forecasting, and 3-year plans, ensuring financial data integrity and insights for decision-making.