Chartered Financial Planner

Chartered Financial Planner

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 fulfilment of 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 Chartered Financial Planner, you will deliver high calibre, long-term tax and Lifestyle Financial Planning services to Attivo clients. You will build strong, lasting relationships and ensure client needs are met compliantly, efficiently, and with the highest level of professionalism. You will identify and maximise new business opportunities while helping us retain and grow our client base.

You will act as an ambassador for Attivo, consistently reflecting our core values and company behaviours, and raising the profile of the business and the profession with both internal and external stakeholders.

We fully support hybrid working, with established working from home and flexible working policies. You can expect a blend of time in the office, time at home and travel within your local area to meet clients.

This role involves managing an existing client bank, so demonstrable experience of delivering high quality, independent advice is essential.

We have offices across the UK including London, Cheltenham, Cardiff, Liverpool, Darlington, Harrogate, Newbury, Fareham and Grangemouth. We are specifically looking for candidates based in the Grangemouth area and surrounding regions.

About you: 

You are an experienced Chartered Financial Planner with a proven record of delivering exceptional service and developing deep, trusted client relationships. Your strong interpersonal and communication skills, both written and verbal, enable you to engage confidently with clients and ensure their expectations are consistently met.

You are highly organised, able to manage a busy caseload and respond to client needs effectively and efficiently. You work well under pressure, demonstrate sound judgement and maintain professionalism and discretion at all times.

You hold the Advanced Diploma in Regulated Financial Planning and have previously attained CAS status.

Key Responsibilities include: 

Conduct in-depth reviews of clients' financial circumstances and future aims, aligning with Lifestyle Financial Planning principles.

Ensure adherence to compliance procedures to safeguard the company by meeting all regulatory aspects of the role.

Develop your product, technical and regulatory knowledge to stay up to date with the latest financial regulations.

Actively seek opportunities for client growth through referrals and self-generation. 

Adhere to AML requirements and deliver suitability reports within prescribed timescales. 

Follow through with clients and providers to ensure business is completed in a timely manner.

Escalate any breaches or concerns to a Regional Director or Compliance team member promptly. 

Maintain a high standard of file quality.

Maintain continuous professional development records and comprehensive knowledge of pensions, investments, and estate planning.

Essential skills and experience 

Advanced Diploma in Regulated Financial Planning with the CII.

Proven track record of providing high levels of service and advice.

Excellent interpersonal, listening, numerical and IT skills

Strong analytical and research skills

Excellent report writing and written/verbal communication skills

Good organisational, time management, and caseload management skills

Ability to work on own initiative, sometimes for long time periods

Professional, ethical and discreet

Ability to build and maintain ongoing client relationships

Ability to work well under pressure while maintaining excellent attention to detail

Desirable skills and experience

Chartered Fellow status with the CII

Pension Transfer Specialist

Educated to Degree level

Experience of Intelliflo

Salary and benefits 

up to £80,000 depending on experience and qualification, plus a £6,000 car allowance and discretionary bonus.

Attivo also offers:

Non-contributory Pension Scheme

Private Medical Insurance

Income Protection, Critical Illness

Death in Service

Cash Plan

London Living Allowance for employees within M25

Excellent Family Friendly policies, including enhanced Maternity and Paternity

Generous holiday allowance, rising with length of service

Work from home and flexible working policies

Subsidised parking

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. 

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

Privacy Policy 

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