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Senior Client Services Specialist - Financial Planning
Job in
Fareham, Hampshire County, PO16, England, UK
Listed on 2026-08-24
Listing for:
Attivo
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Attivo are Lifestyle Financial Planners, a privately owned firm delivering transparent and trusted financial planning. We seek a Senior Client Services Administrator to join the Cheltenham-based Client Services team, handling LOAs, client enquiries, data changes and pre-meeting prep with accuracy and efficiency.
You will work closely with Financial Planners and support teams to ensure an exceptional client experience and drive operational excellence across the business.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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