About this role
Financial Planning Administrator - 12-month FTC at Attivo Group. Location: Cardiff or Cheltenham or Fareham or Theale or Reading. Role: preparing meetings, scheduling meetings, managing workflows Requirements: Previous experience supporting a financial advisor, minimum 5 GCSEs including Maths and English, proficiency with Intelliflo or similar CRM, Microsoft Office (Word, Excel, Outlook / Office 365), strong organisation, client-facing skills and discretion. Category: Finance and Accounting Seniority: Mid Level Tools: Intelliflo, Abrdn, Aviva, Fidelity, AJ Bell, Microsoft Word, Microsoft Excel, Microsoft Outlook, Office 365 Commitment: Full Time, Contract Workplace: Hybrid Languages: English