ATTIVO GROUP Salary
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Cheltenham
HONEYBOURNE PLACE JESSOP AVENUE CHELTENHAM GL50 3SH ENGLAND
Phone:
+44 1242 585444
TIN:
05547209
[email protected]
Consulting services

Earnings on positions in ATTIVO GROUP

Choose a position
paraplanner
2.9K £
▼30%

Changes in earnings for the position paraplanner

Average annual salary

Current

2916£

latest offer

Total change

-30%

since 2024

Latest change

-30%

vs previous period

Average period

3541£

out of 2 points

01K £2K £3K £4K £
01K £2K £3K £4K £
2024
2025

Data based on job offers published by the company

Earnings on positions in ATTIVO GROUP

Average salary in this position
Average salary in this position in the country
it technician
2500 £
-10%
2273 £
operations manager
3750 £
7%
4005 £
paraplanner
2916 £
2%
2952 £
trainee accountant
2083 £
4%
2155 £

National average salary

2950 £

Average salary in this company

3059 £

Estimated salary

£ 2916

Median salary at ATTIVO GROUP

£ 2083 Lowest salary
£ 3059 The average salary
£ 4583 Highest salary

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