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, 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.

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.

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.

• 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.

• 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.

• Experience with in 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)

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

• Non-contributory Pension Scheme

• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Gener…