Client Services Admin - Financial Planning Academy
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-08-01
Listing for:
Attivo
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Office Administrator/ Coordinator
Job Description & How to Apply Below
Attivo is recruiting a Client Services Administrator for the Financial Adviser Academy in the UK. You will gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, offering a clear pathway into Paraplanner or Financial Planner roles.
You’ll build strong relationships with Financial Planners and clients, deliver exceptional service as a first contact, and support meetings, documentation and admin throughout the client lifecycle.
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