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Hybrid financial planning admin — remote & flexible

Park Gate
Attivo Group
Financial planner
€30,000 a year
Posted: 25 May
Offer description

Attivo Group is seeking a Financial Planning Administrator based in the UK. This role supports the financial planning team by ensuring comprehensive administrative assistance and the efficient processing of client requirements. Responsibilities include managing new business submissions, processing claims, and maintaining accurate client data.

The ideal candidate will possess excellent organisational skills and experience in financial services, supporting advisors and managing client information. The position includes a negotiable salary, a non-contributory pension scheme, and a flexible working environment.

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