Senior Client Services Administrator

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 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.

We are looking for an experienced and proactive

Senior Client Services Administrator to join our Client Services team.

This is an exciting opportunity for someone with strong Financial Planning administration experience who is looking to take the next step in their career. As a senior member of the team, you will play a key role in supporting theearly stagesof the client journey, ensuring client enquiries, data changes, Letters of Authority (LOAs), pre-meeting preparation and administrative workflows are completed accurately and efficiently.

You will act as a subject matter expert for key client service processes, handling more complex client queries, supporting colleagues with procedural guidance, and helping to drive consistency,quality and continuous improvement across the team.
Working closely with Financial Planners, supportteamsand key stakeholders, you will help ensure an exceptional client experience while supporting operational excellence across the business.

You are an experienced Financial Planning administrator with excellent organisational skills and a passion for delivering outstanding client service.

You enjoy supporting and developing others, have a keen eye for detail, and take pride inmaintaininghigh standards of accuracy and professionalism. You are confident handling complex cases and enjoy finding solutions to challenges while ensuring positive outcomes for both clients and colleagues.

You will be comfortable managing competing priorities, working independently, and contributing to the continuous improvement of processes and team performance.

This role will be based in our Cheltenham Head Office with the successful applicantrequiredto work from Cheltenham for a minimum of three days per week.

• Delivering all Client Services Administrator duties to a consistently high standard.
• Acting as a subject matter expert for key client lifecycle processes, including:
• Letters of Authority (LOAs)
• Data updates
• Existing policy schedules
• Client retention
• Reallocations
• Offboarding activities
• Handling complex and escalated client queries professionally and efficiently.
• Supporting colleagues with procedural guidance and best practice.
• Assisting with the onboarding,training and mentoring of new starters.
• Contributing to the development and maintenance of training materials,guidesand process documentation.
• Performing quality checks on administrative output andidentifyingtrends or areas for improvement.
• Managing complex information gathering, provider chases and detailed client cases.
• Supporting operational improvement initiatives and project work across the department.
• Providing cover for colleagues and supporting the Team Leader during peak periods when required.
• Preparing and coordinating pre-meeting information and client documentation.
• Supporting meeting bookings, clientcorrespondenceand administration activities throughout the client lifecycle.

• Previousexperiencewithin a Financial Planningor regulated environment.
• Excellent organisational skills and high attention to detail.
• Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365).
• Confident in handling varied client…