Senior Income & Agency Coordinator - Cheltenham or London office About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling 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 from our experienced teams. About the role: As a Senior Income and Agency Coordinator, you’ll play a key role in ensuring the accurate and timely reconciliation of income within Intelliflo (IO) and maintaining compliant, up-to-date client records across novation, income, and agency processes. You’ll oversee the seamless integration of acquired clients into Attivo and act as a central point of contact for technical queries, data accuracy, and process guidance. Working closely with the Novation Manager, you’ll support operational projects, produce insightful BI reports, and provide regular updates to help drive informed decision-making. This role also involves fostering collaboration within the team, leading bi-weekly meetings to share progress, maintain consistency, and champion best practices. If you’re detail-driven, proactive, and thrive in a fast-paced environment, this is an excellent opportunity to take ownership of key operational initiatives and make a meaningful impact. About you: You’re an experienced financial services professional with strong knowledge of providers, platforms, and Intelliflo (IO). Highly organised and detail-oriented, you take ownership of your work, ensuring income reconciliations, provider statements, and client records are accurate, compliant, and up to date. You’re confident managing multiple priorities, from resolving payment queries to producing monthly reports and supporting project work. With excellent communication skills, you build positive relationships across teams and approach every task with accountability and a drive for accuracy. Advanced Microsoft Office skills, financial services qualifications, or familiarity with FCA regulations would be an advantage. Key responsibilities include: Ensure all client records within iO are accurate, compliant, and aligned from a novation, income, and agency perspective. Reconcile income accurately within iO. Oversee the efficient and accurate integration of acquired clients to Attivo. Ensure provider statements and invoices are matched automatically. Resolve any unmatched payments promptly. Take the lead on administrative and reporting support for operational projects, providing regular updates to the Novation Manager. Build and maintain effective relationships with internal and external stakeholders across the novation and income, and agency processes. Essential Skills Experience working within financial services. Strong knowledge and understanding of providers and platforms. Excellent organisational skills with the ability to multitask and balance day-to-day responsibilities with project work. Strong communication and interpersonal skills. Proven ability to build and maintain positive working relationships with multiple stakeholders. Demonstrated accountability, ownership, and commitment to effective task completion. Excellent knowledge of Intelliflo (IO). Previous experience in a similar role, with strong reporting, analytical, and data management skills. Desirable Skills Advanced skills in Microsoft Office Suite (Teams, Project, Excel, Word, PowerPoint). Additional certifications or qualifications related to financial services or data management. Familiarity with regulatory requirements in financial services, particularly under FCA regulations. Salary £30,000 - £35,000, 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 available · 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. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. 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