Financial Planning Academy - Graduate Opportunity

Financial Planning Academy - Graduate opportunity (hybrid working)

Are you looking for a career in Financial Services? Do you have aspirations to be a Paraplanner or Financial Planner? Are you looking for a business that will invest in your future and support you through professional qualifications?

Due to an exciting period of growth, Attivo is looking to recruit several trainees in to our Financial Planning Academy. This is a unique opportunity to become a member of the Financial Planning Support team and develop your career with the excellent study support we offer. During your first 6 months, you will begin your Diploma in Regulated Financial Planning, fully funded and supported by the business. We offer an excellent career path from Financial Planning Associate through to Chartered Financial Planner, supported throughout by our internal training Academy.

As a business, we fully support hybrid working and have both working from home and flexible working policies. For this particular role, we would expect the candidate to work from the office one day per week and be able to travel to our Cheltenham Head Office for training purposes. Our offices are located in Cheltenham, London, Cardiff, Darlington, Liverpool, Leeds and Sutton.

We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

Main responsibilities

• Secure and deliver information from the initial data gathering request so that it can progress through to completion
• Liaise with product providers and insurance companies to obtain policy and plan information in a timely manner
• Assist Financial Planners with portfolio reviews via analysis, compilation and completion of-in house client reports/meeting packs
• Prepare client Annual Review letters
• Ensure compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner with full and accurate information
• Maintain and proactively secure product, technical, and regulatory knowledge to enhance personal performance.

Qualifications, skills and experience

• Minimum 5 GCSEs graded A-B (6) or equivalent, including Maths and English
• Minimum 3 B grades at A Level or equivalent (preferably including Maths)
• 2:1 or above degree (preferably in Accountancy, Law or Business)
• Financial Services experience is beneficial
• Industry exams are beneficial
• Must have an aspiration to become a Financial Planner or Paraplanner
• Excellent interpersonal, listening, numerical and IT skills
• Excellent written/verbal communication skills
• Good organisational, time management, and caseload management skills
• Ability to work well under pressure while maintaining excellent attention to detail.

Salary and benefits

£25,000 rising to £30,000 on completion of the Diploma in Regulated Financial Planning. We provide fully funded study support to help you achieve this.

Attivo Group also offers:

• Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Discounted corporate gym membership
• Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
• Regular company social events
• Charity days
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo Group Limited 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.

Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.

Unless you request us not to do so, we may also contact those individuals who are referred to in any information you provide us with, for example referees. This contact may be made by telephone, e-mail or post. We will only do this if we have your express permission to contact them in this way.

Please visit our website to view our full privacy policy for prospective employees.