FOR YOUR CAREER

Your Career
at Attivo

Learn. Thrive. Grow. Here we’ll give you every opportunity to build a rewarding career in financial services, in a lively, fast paced-environment. With clearly defined development and career opportunities, we always aim to promote from within and help colleagues fulfil their potential.

View our vacancies

What you need for a
world of opportunity

What do you see yourself working towards? Whether it’s a Chartered Financial Planner, Chartered Paraplanner or Manager, we’ll help you develop personally and professionally, add to your skill set and advance.

You’ll be encouraged to study for financial planning qualifications and progress through the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (we provide full study support to help you achieve this).

We look for ambitious, forward-thinking individuals with:

  • Client focus
  • Communication skills
  • Organisational skills
  • Ability to build and maintain relationships
  • Initiative
  • Attention to detail

Graduate opportunities

We’re interested in all types of degree (especially Law, Economics, Accountancy and Finance, Maths and Business Management). You’ll also need a minimum of three B grades at A’ level (or 120 UCAS points), preferably including Maths; plus, five A-B grade GCSEs (including both Maths and English). Having some financial services experience is a bonus, particularly if you have already taken some relevant exams.

Our values:
P.E.O.P.L.E.

Ethics

Partnership

Expertise

Leadership

Performance

Ownership

Partnership – Expertise – Ownership – Performance – Leadership – Ethics

Our values are important to the business and to all our staff and reflect exactly what we’re all about: People, Our clients, Our employees. These values provide a framework for recruiting and developing people and guide our behaviours and how we serve our clients.

Of course, everyone has their own career journey, but below is a guideline of what you might work towards.

Of course, everyone has their own career journey, but below is a guideline of what you might work towards.

Client services
Business submissions
Client engagement

0-2

YEARS

£16K£22K

School leaver/graduate

Complete
R01

Technical
support

1-2

YEARS

£22K£30K

R01

Complete
R02 – R06

Paraplanning

2-3

YEARS

£35K£55K

Diploma/chartered/fellow

Complete Advanced
Diploma

Telephone
financial planner

3-5

YEARS

£35K£55K

Diploma/chartered/fellow

Complete further
CII papers

Chartered
financial planner

5+

YEARS

£50K£75KPlus up to 100% bonus

Chartered/fellow

Of course, everyone has their own career journey, but below is a guideline of what you might work towards.

School leaver/graduate

Complete
R01

Client services
Business submissions
Client engagement

0-2

YEARS

R01

Complete
R02 – R06

Technical
support

1-2

YEARS

Diploma/chartered/fellow

Complete Advanced
Diploma

Paraplanning

2-3

YEARS

Diploma/chartered/fellow

Complete further
CII papers

Telephone
financial planner

3-5

YEARS

Chartered/fellow

Chartered
financial planner

5+

YEARS

We’re a business with a culture

It’s more than a salary. We recognise how important it is to be part of a positive culture too. It means people enjoy coming into work, aiming for excellence, taking responsibility and sharing successes. Additionally, we reward our people with a comprehensive benefits package.

Income
Protection

Up to 75% of your basic salary after 3 months’ continuous absence until you return to work or for a period of five years

Following six months service


Competitive
salary

Annual
flu jab

From day 1 of employment

Eye Care

Reimbursement of eye test, and up to £50 for prescription glasses for display screen work

From day one of employment


 

Fully funded
study support

From day 1 of employment

Employee Assistance
Programme

Including return to work and legal support, referrals, and confidential consultations

From day 1 of employment


 

Favourable bonus structure

(Depending on position)
From day 1 of employment

Critical Illness

Tax-free sum up to four-times your basic salary (taxable as a benefit in kind)

Following six months service


 

Access to discounted
gym membership

Following six months service

Regular
social and
charity
events

Cash plan

To cover everyday medical expenses

Following six months service

Holiday
allowance of 25 days

(Rising with service) plus bank holidays

Private Medical
Insurance

Can be extended to partners/dependents for a cost (taxable as a benefit in kind)

Following six months service


 

Death in
Service

4 times your basic salary

Following six months service

8% non-contributory
pension scheme

After 3 months
employment


Parking allowance

(Subject to conditions)

From day 1 of employment

Company car or car allowance

(Field-based positions)

From day 1 of employment

Income
Protection

Up to 75% of your basic salary after 3 months’ continuous absence until you return to work or for a period of five years

Following six months service


Competitive
salary

Annual
flu jab

From day 1 of employment

Eye Care

Reimbursement of eye test, and up to £50 for prescription glasses for display screen work

From day one of employment


 

Fully funded
study support

From day 1 of employment

Employee Assistance
Programme

Including return to work and legal support, referrals, and confidential consultations

From day 1 of employment


 

Favourable bonus structure

(Depending on position)
From day 1 of employment

Critical Illness

Tax-free sum up to four-times your basic salary (taxable as a benefit in kind)

Following six months service


 

Access to discounted
gym membership

Following six months service

Regular
social and
charity
events

Cash plan

To cover everyday medical expenses

Following six months service

Holiday
allowance of 25 days

(Rising with service) plus bank holidays

Private Medical
Insurance

Can be extended to partners/dependents for a cost (taxable as a benefit in kind)

Following six months service


 

Death in
Service

4 times your basic salary

Following six months service

8% non-contributory
pension scheme

After 3 months
employment


Parking allowance

(Subject to conditions)

From day 1 of employment

Company car or car allowance

(Field-based positions)

From day 1 of employment

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