Careers

Careers

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Current vacancies

We are currently recruiting for the following roles. If you are interested in applying, please email a CV and covering letter to careers@attivogroup.co.uk.
No agencies please.

Chartered or Diploma Financial Planner – Cheltenham

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in Cheltenham.

This is a salaried role and all clients are supplied, so this is a great opportunity to become a member of our team and develop your career.

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.

Chartered or Diploma Financial Planner – Kent

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in Kent. This is a salaried role and all clients are supplied, so it is a great opportunity to become a member of our team and develop your career.

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.

Chartered or Diploma Financial Planner – Milton Keynes

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in Milton Keynes. This is a salaried role and all clients are supplied, so it is a great opportunity to become a member of our team and develop your career.

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.

Chartered or Diploma Financial Planner – West Sussex

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in West Sussex. This is a salaried role and all clients are supplied, so it is a great opportunity to become a member of our team and develop your career.

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.

Trainee Financial Planners – London/South East

Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, please keep reading!

Attivo Group is looking to recruit several Trainee Financial Planners based in Berkshire, Surrey, Kent, or surrounding areas to start in April 2020 due to our exciting expansion. You will be based in our London office for a six-month intensive training programme, during which you will be taught all the skills required to become a successful Financial Planner including carrying out the advice process, building client relationships, and influencing and negotiation skills.

Chartered Paraplanner – London

Due to an exciting period of growth, Attivo Group is looking to recruit a Chartered Paraplanner to join the team in our London office in 2019. This is a unique opportunity to become a member of the Paraplanning Team and develop your career with the excellent study support we offer. We will also support Paraplanners looking to progress into an advisory role.

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.

Relationship Manager – London/South East

Do you have experience in a client-facing role? Are you currently studying towards your Diploma in Financial Planning? Are you articulate and able to present to a range of stakeholders? If so, please keep reading!

We are recruiting for a Relationship Manager to cover London and the South East (field based). The role is to act as an ambassador for Attivo Financial Planning, building trust and confidence with existing and prospective private professional partners, retired advisers, and introducers to increase revenue and profitability through new business and client retention.

Compliance Manager – Cheltenham

Are you an experienced Compliance Manager looking for a new challenge? Do you have experience working within Financial Planning or Wealth Management? Are you looking for a company that offers progression opportunities and encourages study and personal development? If so, please keep reading!

We are recruiting for a Compliance Manager to join our Cheltenham Head Office to ensure the delivery of a quality and timely service to internal and external stakeholders in an effective and compliant manner.

Human Resources Manager – Cheltenham

Are you an experienced HR Manager or HR Business Partner looking to work for a professional and growing business? Do you have a proven track record of developing and implementing policies and procedures? Are you CIPD Level 7 qualified and looking for a role that involves strategic support at board level? If so, please keep reading.

Attivo Group is looking to recruit a HR Manager to ensure the HR function within the business runs smoothly and efficiently, being a source of information and support to the CEO, directors, managers and employees.

Compliance Analyst – Cheltenham

Do you have experience of compliance or complaint handling within Financial Services? Are you looking for a new challenge? Do you want to join a growing company that offers personal development and an excellent benefits package? If so, please keep reading!

As a Compliance Analyst, you will provide support to the Risk and Compliance Team, ensuring a robust framework is maintained at all times, and that the firm complies with existing regulations and internal policies.

Our recruitment process

How to apply

If you are interested in working at Attivo Group, we need to understand why you think you would excel in Financial
Services and what your strengths, interests, and career aspirations are.

To apply, please send a CV and covering letter to careers@attivogroup.co.uk, or call 01242 585430 to speak to our Recruitment Manager, Alice Petch.