Attivo

We have an opportunity for a Chartered Paraplanner to join us on a hybrid basis. To excel in this role, you will continuously develop your product, technical, and regulatory knowledge, staying current with the latest financial regulations. Your attention to detail and commitment to compliance will be vital in ensuring the highest standards of service for our clients. Your responsibilities will include preparing client meeting documentation, suitability reports, and application forms, whilst ensuring that all advice is delivered and processed with the utmost accuracy. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives. Read the job description in detail, and apply here: https://lnkd.in/erKzqDtN

We're recruiting for a Chartered Paraplanner to join us on a hybrid basis. We have offices nationally. As a Chartered Paraplanner, you will be providing comprehensive administrative and technical assistance. Your responsibilities will include preparing client meeting documentation, suitability reports, and application forms, ensuring that all advice is delivered and processed with the utmost accuracy and compliance. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives. Find out more and apply here: https://lnkd.in/e3_tifhH

As a Digital Marketing Executive, you will play a pivotal role in building, executing, and optimising our digital marketing strategy to achieve key business objectives and elevate our Lifestyle Financial Planning proposition. You will develop and implement a robust digital marketing plan that aligns with our overall strategic marketing goals, driving brand awareness and business growth. You will take the lead on Google Analytics and Google Tag Manager, delivering actionable insights to enhance the client experience and boost engagement. Working closely with external consultants and agencies, you'll manage and optimise paid digital channels ensuring that we maximise performance. Your expertise in SEO will help increase our brand visibility and drive organic website traffic. You'll continuously refine the customer journey, from landing page enhancements to content development and A/B testing to maximise conversion rates. A key part of your role will be to champion our client portal and new propositions through creative digital marketing techniques. You’ll also manage the end-to-end process of capturing and utilising customer data for lead generation and sales. Read the job description in detail, and apply here: https://lnkd.in/eDxKHrUJ #marketing #digitalmarketing #jobs #financialservices

Celebrating International Women's Day This Saturday, 8 March is International Women's Day, and this year, Attivo is marking the date with an exclusive event at Corinthia London. A calendar event since 1911, IWD celebrates women's social, economic and political achievements. At Attivo, celebrating gender parity and driving for change in these areas is something we advocate for, and we are proud to be hosting an event to mark this important date. We're busy preparing for Accelerate Her Future: Wealth with Impact, which includes a panel discussion hosted by Naomi Sesay FRSA Head of Creative Diversity at Ch4, Attivo's CEO Jo French, author, broadcaster and former Hello! Editor-in-Chief Rosie Nixon and Noella Coursaris Musunka, founder and CEO of Malaika School in the Democratic Republic of Congo. We're looking forward to hearing all about fresh ideas that truly make a difference in women's lives. #philanthropy #IWD #genderequality #accelerateaction #womeninwealth #financialliteracy

The Future Dreams Art auction is now open! International Women’s Day is this weekend (8 March) and we are delighted to be partnering with Future Dreams Breast Cancer Charity to turn art into hope! Not only will you be able to bid for original artwork from some of the UK’s best-known artists, sculptures and photographers, but you will also be supporting the work of Future Dreams. This fantastic charity provides workshops, classes, one-to-one therapies and services, supporting those going through breast cancer and their loved ones through some of the most challenging times of their lives. We would love your support with this; not only do you have the opportunity to acquire these breathtaking works, but by doing so you will be supporting those impacted by breast cancer. Attivo is delighted to be supporting the work of the charity, and Chartered Financial Planner Georgia Gebler will be available to people via Future Dreams, offering in-person or virtual appointments, free of charge to anyone who wishes to have a general discussion about their finances during and after their treatment. Take a look at the exceptional works by a range of artists who have donated their pieces for the auction. From a personal photographic session with internationally renowned photographer Rankin to a first-release Henry Moore print. The artists who have generously donated include: *Harland Miller *Sara Burman *Chantelle Joffe *The Henry Moore Estate *Rankin *Tom Dixon The auction is now live and takes place until 13 March. Please use the link below to view the auction and place a bid. https://lnkd.in/e8hF-MwC Attivo (a trading name of Attivo Financial Limited) is authorised and regulated by the Financial Conduct Authority. Investment values may fall as well as rise and you might get back less than you originally invested. #philanthropy #fundraising #artauction #futuredreamscharity #attivo #financialservices

Secure Your Retirement with Confidence A comfortable retirement isn’t about luck—it’s about planning. 🎯 We help you: ✅ Maximise pension contributions ✅ Build an investment portfolio for long-term income ✅ Optimise tax-efficient withdrawal strategies ✅ Protect against market volatility The sooner you start, the more options you have. Let’s secure your retirement together. https://lnkd.in/e6w_kG3Y Investment values may fall as well as rise and you might get back less than you originally invested. #LongTermGrowth #PlanForLife #FinancialFreedom #WhatMattersMost #LifeChanges #FinancialPlanningMatters #WealthWithPurpose #Attivo #LifestyleFinancialPlanning

We're recruiting for a Chartered Paraplanner to join us on a hybrid basis. We have offices nationally. As a Chartered Paraplanner, you will be providing comprehensive administrative and technical assistance. Your responsibilities will include preparing client meeting documentation, suitability reports, and application forms, ensuring that all advice is delivered and processed with the utmost accuracy and compliance. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives, aligning them with each client's financial needs and objectives. Find out more and apply here: https://lnkd.in/e3_tifhH

🚗 Would you take a long journey without a map? The same applies to your financial future. A lifestyle financial plan is your roadmap to financial security, helping you: ✅ Define your goals ✅ Manage investments effectively ✅ Navigate market challenges ✅ Plan for retirement with confidence A good financial plan evolves with you—let’s build one that works for your life and ambitions. https://lnkd.in/eqA-YzRG Investment values may fall as well as rise and you might get back less than you originally invested. #LongTermGrowth #PlanForLife #FinancialFreedom #WhatMattersMost #LifeChanges #FinancialPlanningMatters #WealthWithPurpose #Attivo #LifestyleFinancialPlanning

🌍📊 Markets are unpredictable, but your investment strategy shouldn’t be. Economic downturns, inflation, and global events can shake investor confidence, but reacting emotionally to market movements often leads to poor decisions. Instead of chasing trends or timing the market, we focus on: ✅ Diversification to reduce risk ✅ Long-term investment principles ✅ A disciplined, research-driven approach Our goal is to help you stay on track and achieve sustainable growth, no matter the market conditions. Read more below on how we can help: https://lnkd.in/ea2zVScj Investment values may fall as well as rise and you might get back less than you originally invested. #LongTermGrowth #PlanForLife #FinancialFreedom #WhatMattersMost #LifeChanges #FinancialPlanningMatters #WealthWithPurpose #Attivo #LifestyleFinancialPlanning

We put our clients at the heart of everything we do, so it's great, especially on #ValentinesDay, to get messages from our clients sharing the love and letting us know they're recommending us to friends. To see how we can help you the same way we've helped Judith and Robert click below https://lnkd.in/e6kHP9aa Attivo (a trading name of Attivo Financial Limited) is authorised and regulated by the Financial Conduct Authority. #LifestyleFinancialPlanning #customerservice #recommendations #Attivo #Pensionhelp #investment #Personalfinance #tax advice #financialservice #fsa