Attivo Group
About Attivo:
Attivo are Lifestyle Financial Planners, committed to providing personalised financial advice to both private clients and businesses. As a privately owned company, they prioritise the independence that allows them to serve their clients' best interests. The firm prides itself on transparency and honesty, helping to build trust and inspire financial confidence among clients.
Their team consists of highly qualified financial specialists dedicated to delivering tailored financial solutions and ongoing support that align with clients' lifestyle needs. Attivo's unique approach focuses on understanding each client’s preferences and motivations, ensuring that they receive bespoke financial plans.
Company Values:
- Client-centric service
- Integrity and transparency
- Commitment to ongoing education and development
1 Vacancies
£35,000 - £50,000 a year
- Provide comprehensive administrative and technical assistance, preparing client documentation, reports, and ensuring compliance with financial advice processes.
- Ideal candidates should have a strong background in financial services, excellent attention to detail, and good regulatory knowledge.
- This role is based in Cardiff on a fixed-term contract, with a commitment to professional development and compliance adherence.