Attivo
Independent Chartered Lifestyle Financial Planners and Occupational Pension Specialists
Independent Chartered Financial Planning • Occupational Pension Specialist • Retirement planning • Investments • Tax planning
51 - 200
Novation Administrator (Hybrid) - London
August 28
🔄 Hybrid – London
Attivo
Independent Chartered Lifestyle Financial Planners and Occupational Pension Specialists
Independent Chartered Financial Planning • Occupational Pension Specialist • Retirement planning • Investments • Tax planning
51 - 200
Description
• Ensure the smooth transition of clients through the novation process. • Facilitate the seamless integration of acquired businesses into operations. • Prepare agencies, manage policies, and maintain databases.
Requirements
• Proficiency in Intelliflo with a strong understanding of its functionalities. • Knowledge of providers, platforms, and agencies within the financial services sector. • Advanced skills in Microsoft Office Suite (Teams, Project, Excel, Word, PowerPoint). • Exceptional organisational skills with strong communication abilities. • Ability to thrive in a fast-paced and dynamic environment. • Ownership mentality with a commitment to timely task completion. • Previous experience in a similar role, demonstrating strong reporting, analytical, and data management skills.
Benefits
• 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.
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