Financial Planning Administrator

Attivo Group; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial service provider in Liverpool is seeking a detail-oriented Financial Planning Administrator. The role involves supporting the financial planning team, managing client data, and ensuring efficient processing of client requests. Ideal candidates have experience in financial services, excellent organizational skills, and a commitment to professionalism. Entry-level position with competitive salary and benefits, including a pension scheme and flexible working options.

Benefits

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness

Death in Service

Parking allowance

Generous holiday allowance

Flexible working availability

Excellent culture promoting employee wellbeing

Qualifications

• Experience in Financial Services.
• Previous experience supporting a Financial Advisor.
• Ability to work independently for extended periods.

Responsibilities

• Process New Business Submissions promptly and accurately.
• Maintain accurate client data in management systems.
• Support the wider Financial Planning team with administrative tasks.

Skills

Attention to detail

Time management

Organizational skills

Client information management

Education

5 GCSEs graded A–B including Maths and English

Degree level education (advantage)

Tools

CRM systems

Knowledge of platforms like Abrdn, Aviva, AJ Bell

Job description

Financial Planning Administrator

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About Attivo

Attivo are Lifestyle Financial Planners. We’re a privately owned company that prefers it that way, enabling us to act in the best interest of our clients and our people. Our work is all about our clients, and we pride ourselves on being completely transparent, open and honest, building trust and inspiring financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all of our clients. Our independent status and unique approach to understanding our clients, their preferences and motivations sets us apart. We build and provide ongoing support for a bespoke financial plan that fulfills our clients’ lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and our experienced teams.

About The Role

As a Financial Planning Administrator, you will play a pivotal role in supporting the financial planning team to deliver a seamless client experience. The role involves providing comprehensive administrative assistance, ensuring the smooth and efficient processing of client requirements. You will manage new business submissions, carry out fund switches, process claims, and liaise with platforms and providers to complete client applications and service requests promptly.

Key duties include inputting and maintaining client data, ensuring records are accurate and up to date, and handling general administrative support, such as helping with meeting preparation and responding to client inquiries.

The role requires working from the office for a minimum of three days per week and may be based in any of our regional offices, including Cheltenham, Cardiff, Liverpool, Darlington, Fareham or Harrogate.

About The You

You are a detail‑oriented and highly organised professional with a strong background in financial planning administration. Your proven experience in supporting financial advisors, managing client information, and ensuring data integrity allows you to excel in maintaining accurate client records, processing updates, and handling onboarding and off‑boarding tasks. You are proficient with CRM systems, prioritise clear communication, and adhere to service level agreements.

With excellent time‑management skills, you thrive under pressure and take initiative to review workflows, optimise processes, and support colleagues to ensure smooth departmental operations. You demonstrate excellent interpersonal skills and a commitment to professionalism, discretion, and ethical conduct.

Key Responsibilities Include

• The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
• Input and maintain new business data in client management systems in a timely manner so that client records are accurate, up‑to‑date and reflect the true state and progress of work.
• Processing fund switches and claims for clients.
• General Administration support to the wider Financial Planning team, assisting with meeting preparation and client enquiries.
• Maintaining the CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
• Managing the Onboarding and Off‑boarding of clients, including updating CRM, informing providers, and adding or removing fees.
• Supporting Financial Planning Associates with MIFID statements as required.
• Continuously reviewing own and team’s workflows and processes and offering support to other colleagues where appropriate.
• Coordinating with other team members to ensure that all housekeeping is maintained up to date for efficient department operation.

Essential Skills And Experience

• Experience in Financial Services.
• Experience working with platforms and providers such as Abrdn, Aviva and AJ Bell.
• Minimum of 5 GCSEs graded A–B, or equivalent, including Maths and English.
• Previous experience supporting a Financial Advisor.
• Good organisational, time‑management skills and effective caseload management.
• Ability to work well under pressure while maintaining excellent attention to detail.
• Ability to work independently for extended periods.
• Professional, ethical and discreet conduct.

Desirable Skills And Experience

• Relevant professional qualifications.
• Degree level education is an advantage.

Salary and benefits

Negotiable depending on experience.

Attivo Also Offers

• Non‑contributory Pension Scheme (8%)
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service
• Work from home and flexible working availability
• Excellent culture promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Any offer of employment will be subject to satisfactory completion of pre‑employment vetting as outlined by the Financial Conduct Authority (FCA), which may include but is not limited to adverse financial history, criminal records, UK directorship and disqualifications checks. Attivo does not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales