Job Description

Client Allocations Coordinator - Hybrid

About Attivo:

Attivo are Lifestyle Financial Planners.





We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.





Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.





Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

We are looking for a proactive and detail-oriented Allocations Coordinator to join our Marketing team. This is a unique and rewarding opportunity to support the seamless transition of clients across our national business. You'll play a key role in delivering excellent client outcomes by coordinating allocation activity following acquisitions, Financial Planner movements, or service changes.



Working closely with the Client Engagement Manager, Financial Planners, and other business stakeholders, you'll ensure that every client transition is handled with professionalism, accuracy, and care. This is a varied and fast-paced role that requires strong coordination skills, high attention to detail, and the ability to manage competing priorities.

About you:

You are a highly organised and motivated individual with a strong background in Financial Planning administration or client services. You thrive in a structured, process-driven environment, and you take pride in delivering accurate, consistent work.



You are confident using systems like Intelligent Office and Excel (v-lookups, filtering), and you're comfortable working independently to tight deadlines. You are professional and discreet, with excellent communication skills and a genuine commitment to delivering positive client outcomes.





Our Head Office is based in Cheltenham. This role could be suitable for candidates in the surrounding areas, including Gloucester, Oxford, Bristol, Swindon, Reading and Worcester.

Key Responsibilities include:

Coordinating the allocation and reallocation of clients across the business Maintaining accurate records in Intelligent Office (iO) and other internal systems Liaising with internal stakeholders to gather handover information and arrange meetings Preparing internal communications to support allocation activity Supporting tracking and reporting on 'at risk' clients and allocation progress Ensuring provider records are updated following allocation changes Supporting consistent client communication in partnership with Marketing Responding to allocation queries in a timely and professional manner Supporting the delivery of monthly reporting to the Allocations Board

Essential skills and experience

At least 2 years' experience in a Financial Planning or administrative support role Strong Excel and IT skills, including v-lookups High attention to detail and a methodical approach Excellent organisational and interpersonal skills Experience using Intelligent Office (Intelliflo) Ability to manage multiple priorities independently

Desirable skills and experience

Understanding of Attivo's services and client allocation process Progress toward Financial Planning qualifications

Salary and benefits

up to 40,000 depending on experience.

Attivo also offers:

Non-contributory Pension Scheme Private Medical Insurance Cashplan Income Protection Critical Illness Death in Service Parking allowance Generous holiday allowance, rising with length of service Work from home and flexible working available Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

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