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Financial Planning Admin: Hybrid & Client Support
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-07-07
Listing for:
Attivo
Full Time, Contract
position Listed on 2026-07-07
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Attivo is seeking a Financial Planning Administrator in Cheltenham to support an Associate Director in delivering exceptional client service. This role involves managing workflows, administrative tasks, and client communication effectively.
Candidates should possess strong organisational skills, experience in a financial planning environment, and familiarity with CRM tools like Intelliflo. The position is a 12-month fixed-term contract with the requirement to work from office at least three days a week.
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