Skills

Communication Time Management Customer Service Attention to detail Motivation Recruitment client interactions

Job Specifications

Client Services Administrator - Cheltenham, Full-time and fixed term for 12 months.

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, set us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling 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

As a Client Services Administrator, you will play a vital role in fostering and maintaining strong relationships with both existing and prospective clients. You will be the first point of contact for our clients, providing exceptional support and ensuring all enquiries are handled with efficiency and professionalism. You will be required to manage inbound communications, assist with client inquiries and facilitate the seamless transfer of business during acquisitions. You will work closely with key stakeholders within the business, including our Financial Planners, supporting the arrangement of annual client review meetings and supporting various projects.

About You

You are naturally inquisitive and have excellent communication skills. You will be highly organised with sharp attention to detail and work best when faced with a busy workload. You will have previous experience working in financial services and be able to utilise this experience to provide first-class service to all of our clients. You are able to maintain working relationships with your peers and with key stakeholders, supporting them with tasks. You are a fast learner, able to pick things up quickly and seek out learning opportunities.

The successful candidate will need to be based at our Cheltenham Office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work-life balance and offer flexible working alongside our hybrid approach.

Key Responsibilities Include

Ensuring that all enquiries are handled in an efficient and timely manner, delivering exceptional levels of customer service to all clients.
Adherence to the requirements laid out by the FCA in terms of compliance, customer risk and Treating Customers Fairly (TCF) principles
Ensuring that all client interactions are documented accurately on Intelligent Office and adhere to GDPR
Using knowledge of Attivo Group products and services, identifying new business opportunities
Work closely with other team members and Financial Planners to provide the best services to all new and existing clients.
Ensure that all activities are accurately recorded and updated
Proactively maintain an up-to-date knowledge of the Business processes and service offerings to its clients.

Essential Skills And Experience

Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
Excellent interpersonal, listening, numerical and IT skills
Excellent written/verbal communication skills
Good organisational, time management, and caseload management skills
Ability to work well under pressure while maintaining excellent attention to detail.

Desirable Skills And Experience

Experience within Financial Planning or Wealth Management would be an advantage
A relevant degree, such as Economics, or Financial Services industry experience
An aspiration to become a Financial Planner or Paraplanner
Currently working towards your Diploma in Regulated Financial Planning (CII)

Salary and benefits

Attivo Also Offers

Up to £32,000 based on skills and experience.

Non-contributory Pension Scheme
Private Medical Insurance
Cashplan
Income Protection
Critical Illness
Death in Service
Parking allowance (Cheltenham only)
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Discounted corporate gym membership
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 limite

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 unbias... Know more