ATTIVO GROUP is looking for employees for positions:
pa
Working hours
full-time
Benefits
company car
Language
english
Responsibility
PA to CFO – Cheltenham
management of CFO diary
scheduling appointments and organising diary entries for the team
making travel and hotel arrangements
minute taking at meetings, distributing and following up action points
communication with external parties, for example Auditors, Investors or other key relationships
company secretarial support to Finance Team
ownership of company Facilities; Office leases, rent deposit, notice periods, dilapidations, ad hoc office repairs and services
senior management accountant
Working hours
full-time
Language
english
Responsibility
senior Management Accountant – Cheltenham
preparation of the Monthly Management Accounts in line with agreed timetables, including analysis of transactions
VAT returns for selected entities to be prepared and delivered in line with agreed timetables
preparation and delivery of monthly Payroll, including bonus calculations, reporting and journalling into General Ledger
annual P11d Reporting to be prepared and delivered in line with agreed timetables
suite of monthly reconciliations for key P&L and BS accounts to be prepared and delivered in line with agreed timetables
continual review to ensure internal controls are in place and adhered to, implement improvements identified to drive efficiency
post any adjustments required into Accounting Ledgers to align with statutory accounts
head of marketing
Working hours
full-time
Responsibility
head of Sales and Marketing – Cheltenham
develop short and long-term plans and budgets, monitors progress, assures adherence and evaluate performance
build awareness and trust in the Attivo brand setting targets and reporting on progress
oversee the creation, implementation, and optimisation of comprehensive sales and marketing strategies that will generate the required number of new clients and build awareness and trust of the Attivo brand
drives meaningful relationships with targeted, high-level external audiences such as the media and consumer partnerships
ensure Strategic partnerships with professional introducers such as accountants and solicitors successfully generate the right number of quality introductions and build strong relationships for all
select and manage required agencies to achieve identified outcomes, ensuring productive relationships, innovative thinking and value for money
responsible for the customer journey from first point of contact to successful onboarding of new clients including oversight of the company website to ensure it meets all business needs
management accountant
Working hours
full-time
Language
english
Responsibility
management Accountant – Cheltenham
preparation of Monthly Management Accounts for selected entities in line with agreed timetables
preparation of VAT returns for selected entities within agreed timetables and in line processes
to prepare accurate and timely Bank Reconciliations for all Group bank accounts
preparation of monthly reconciliations for key P&L and BS accounts in line with the agreed timetables
supporting the finance team during the annual budgetary process and Year End statutory audit of the entire group
analyse all transactions posted and reconcile accounts from Trial Balance through to final Management Accounts
to complete Balance Sheet reconciliations for all entities; including Accruals, Prepayments, depreciation, amortisation, Hire Purchase
customer service executive
Working hours
full-time
Language
english
Requirements
client Services
customer Service
existing Clients
experience of working in a similar role within Financial Services is desirable
previous customer service experience demonstrating a high standard of service in every customer interaction is essential
excellent interpersonal, listening, numerical and IT skills
professional, ethical and discreet
ability to build and maintain ongoing client relationships
Salary
salary
Responsibility
ensuring that all enquiries are handled in an efficient and timely manner, delivering exceptional levels of customer service to all clients
adherence to the requirements laid out by the FCA in terms of compliance, customer risk and Treating Customers Fairly principles
ensuring that all client interactions are documented accurately on Intelligent Office and adhere to GDPR
work closely with other team members and Financial Planners to provide the best services to all new and existing clients
proactively maintain an up-to-date knowledge of the Business processes and service offerings to its clients
using knowledge of Attivo Group products and services, Identifying new business opportunities
ensure that all activities are accurately recorded and updated
client administrator
Working hours
full-time
Language
english
Requirements
client Services
financial Planning
excellent written and verbal communication skills
ability to converse concisely with with clients with an ability to confidently translate the proposition
the ability to quickly build rapport and engage customers on the phone
educated to degree level would be an advantage
financial Services experience is essential
Salary
salary
Responsibility
build strong relationships with the company’s existing client base
provide first class customer service at all times, projecting a positive and professional image of the company
provide telephone, email and face to face support to clients
assist clients with arranging annual financial planning reviews for our ever- growing client base
confidently communicate with clients from acquired client bases to explain the acquisition. Support and reassure them during the transfer of business and when required, explain Attivo culture and 'client journey
assist with enquiries from new clients and acquired clients, providing excellent service working closely with the Client Engagement Team to make sure these are handled efficiently
be the main contact for all inbound client enquiries into the business via Telephone and manage and maintain the Client Services email box, actioning all requests in a timely and efficient manner
deal with complaints and expressions of dissatisfaction in a courteous and professional manner, ensuring the best possible outcome for the client
team leader
Working hours
full-time
Salary
salary
Responsibility
responsible for the leadership, management, organisation, and co-ordination of the day-to-day work of the Client Services team
personally deal with more complex enquiries, including complaints and escalated issues
challenge current methods of service delivery and identify, recommend, and implement improvements
identify and escalate any issues on a timely basis to the Head of Operations
ensuring that all client interactions are documented accurately on Intelligent Office and adhere to GDPR
engage, facilitate and contribute to Projects, both within the team and wider across the operation, which add value and drive efficiencies across the business
Requirements
experience in a similar role, including line management
financial Services experience
due to an exciting period of growth, Attivo Group is recruiting for a Team Manager
excellent interpersonal, listening, numerical and IT skills
ability to work on own initiative, sometimes for long time periods
professional, ethical and discreet
as a business, we fully support hybrid working and have both working from home and flexible working policies
ability to build and maintain ongoing client relationships
planner
Working hours
full-time
Language
english
Salary
salary
Responsibility
attend client meetings, provide financial advice and make recommendations to help clients achieve their financial planning requirements
provide financial advice and make recommendations to help clients achieve their financial planning objectives
develop product, technical and regulatory knowledge to keep up to date with latest financial regulations
carry out fact finding and risk assessments to assist Financial Planners for their 1st meeting with new and acquired clients
qualify and monitor new business opportunities to generate new private and corporate clients for the Group, using existing relationships and connections
carry out fact finding and risk assessments in order to deliver advice
attend events and contact targeted businesses
update and maintain client records in our back office and provider systems
Requirements
diploma in Regulated Financial Planning is essential for the role
working towards Advanced Diploma
diploma in Regulated Financial Planning
at least 2 years’ experience of working as a Trainee Financial Planner
ideally experience in a client facing role
A proven track record providing high levels of service
excellent written and verbal communication skills
strong analytical and research skills
administrator
Requirements
administrative Support
strong organisational skills and the ability to work with a high level of accuracy
excellent communication skills, including the ability to write well-articulated documents
ability to multitask and prioritise daily workload
experience of working within Financial Services would be desirable
able to deal with sensitive and confidential issues in a professional manner
attivo are currently recruiting for a Post Team Administrator to join our business on a permanent basis
the role will be based at Head Office in the heart of Cheltenham Town centre and is full time
Responsibility
opening and distribution of all incoming External Post at Head Office
ensure distribution within internal timescales to avoid potential delays
update of Internal Cheque & Safe Registers
scanning of all key client documentation onto the system within internal timescales
update Client Records on CRM system upon receipt of documentation and distribute accordingly
scanning and electronic filing of documentation
assist Marketing Department with distribution of client communications and dispatch of new employee welcome packs
assist Financial Planners with printing, binding and posting client documentation and reports, including proof reading documents as required
compliance administrator
Working hours
full-time
Language
english
Salary
salary
Responsibility
assist with reporting on the regulated elements of the business
provide administration support as required, to the Risk & Compliance Team
provide support to the business on a range of issues including internal policy and regulatory supervision
monitor remedial work to ensure completed to the desired standard
ensure Treating Customers Fairly/Conduct Risk reporting obligations are maintained including the provision of regular MI reports
provide reports for the Risk & Compliance Director / Regulatory Oversight Board where necessary. Data includes all aspects of day-to-day role
maintain compliance documentation, to include the handbook, policies, procedures and guidance
assist with call monitoring and administration of Training and Competency records
Requirements
educated to degree level or equivalent
excellent written and verbal communication skills
ability to work under pressure with a high level of accuracy
previous experience working in Financial Services would be desirable
ability to build and maintain excellent working relationships within a professional team
strong organisational and time management skills
ambitious and self-motivated, with the desire to take industry examinations