Client Services Specialist; Hybrid Financial Planning
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-09-01
Listing for:
Attivo
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Attivo in Cheltenham is seeking a Client Services Administrator to foster strong client relationships and provide exceptional support. You will be the first point of contact, handle inquiries, and assist with the transfer of business during acquisitions while working closely with Financial Planners.
You are organised, communicative, and keen to develop within financial services; hybrid working is offered with minimum 3 days in the Cheltenham office and flexibility for remote days.
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