Ensuring that the Associate Director is fully equipped to deliver client meetings to the highest standard.
Diary management of the Associate Director and support team, ensuring efficiencies.
Monitor the workflow of the team and ensure work is completed in a timely fashion.
Providing an excellent client experience to all clients of Attivo, communicating in writing, over the telephone or in person.
Delegate work to the team to ensure capacity is managed.
Providing full administrative support to the Associate Director, including producing letters and reports as required.
Ensuring all systems, including Intelliflo, are in a timely manner.
Ensure that all Lead, organic prospect and existing client relationships are managed effectively.
Proactively maintain an up-to-date knowledge of the Business processes and service offerings to our clients.
Provide project support to the wider business as required to support business changes and growth.

Minimum 5 GCSEs graded A-C (6), or equivalent, to include Maths and English
3 years’ experience in a similar role within Financial Planning
Existing knowledge of Intelliflo or a similar customer relationship/financial management tool
Client facing experience
Excellent interpersonal, listening, numerical and IT skills
Ability to work on own initiative
Professional, ethical, and discreet
Ability to build and maintain ongoing client relationships.
Ability to work well under pressure whilst maintaining excellent attention to detail.

Senior Financial Planning Administrator

Key skills