Teams 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.