Attivo is seeking a detail-oriented Financial Planning Administrator in Liverpool to support our financial planning team. This role involves managing client applications, ensuring accurate data input, and handling inquiries to deliver a seamless client experience.
Key responsibilities include processing new business submissions, maintaining client records, and providing administrative support to enhance team efficiency. A background in financial services and strong organizational skills are preferred.
Attivo offers a non-contributory pension scheme, private medical insurance, and a supportive work culture.
#J-18808-Ljbffr