About this role
Financial Planning Administrator - 12-month FTC at Attivo Group. Location: Liverpool or Cheltenham or Fareham or Theale or Reading or Cardiff. Role: supporting advisors, managing diaries, preparing meetings Requirements: Provide administrative and diary support to an Associate Director in a financial planning team; experience with Intelliflo or similar, Microsoft Office (Word, Excel, Outlook), client-facing experience, and strong attention to detail. Category: Finance and Accounting Seniority: Mid Level Tools: Intelliflo, Abrdn, Aviva, Fidelity, AJ Bell, CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Office 365 Commitment: Contract Workplace: Hybrid Languages: English