Attivo

About the Company

We’re Attivo, Chartered, independent Lifestyle Financial Planners. We’re here to simplify financial planning and help you protect and grow what matters most to you. We offer Chartered financial planning and advice to both corporate and private clients, with our highly qualified team completely focused on helping you achieve your life goals. Attivo is a privately-owned, independent company. We prefer it that way. It means we're free to do the right thing for our clients and our people. It means our advice is completely unbiased and your financial planner will only recommend what's best for you. We’re also one of only 800 UK firms to have been awarded Chartered status by our professional body, the Chartered Insurance Institute (CII), which means you can be confident that you’re getting the highest quality advice, support and service.

Listed Jobs

Company Name

Attivo

Job Title

Client Services Administrator - 12-month FTC

Job Description

**Job Title** Client Services Administrator – Fixed Term (12 months) **Role Summary** Provide frontline client support for a financial planning firm, handling inbound enquiries, maintaining client records, and ensuring compliance with FCA, GDPR and Treating Customers Fairly (TCF) principles. Coordinate communication between clients and financial planners, manage daily administrative tasks, and identify opportunities for new business. **Expectations** - Act as the first point of contact, delivering timely and professional service to all clients. - Maintain accurate documentation in the Intelligent Office system. - Adhere strictly to regulatory and internal compliance standards. - Work collaboratively with planners and team members to schedule reviews and support projects. - Demonstrate initiative in learning product knowledge and business processes. **Key Responsibilities** - Respond to client enquiries and resolve issues efficiently. - Enter, update, and audit client interactions in Intelligent Office. - Ensure GDPR compliance and data protection across all actions. - Support the planning team in organising annual reviews and client meetings. - Identify potential cross‑sell/upsell opportunities using product knowledge. - Record and monitor client activity, ensuring data integrity. - Keep abreast of business processes and service offerings to provide accurate advice. **Required Skills** - Strong written and verbal communication. - Excellent interpersonal and listening abilities. - Proficient in Microsoft Office and client management systems. - High organisational and time‑management skills; able to handle a busy caseload. - Attention to detail with an ability to work under pressure. - Basic numeracy and financial terminology proficiency. - Ability to learn quickly and seek professional development opportunities. **Required Education & Certifications** - Minimum 5 GCSEs (or equivalent) including Maths and English at grade A‑B (6). - Alternatively, demonstrable work experience at an equivalent level. - Desire or ongoing progress toward a Diploma in Regulated Financial Planning (CII) is advantageous. - Experience in a financial services, wealth management, or financial planning role is desirable. ---

Cardiff, United kingdom

Hybrid

02-12-2025