Post Team Administrator

1 week ago

Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

Post Team Administrator - Cheltenham


Are you a team player looking to join a well-established, friendly team? Do you have excellent attention to detail and strong organisational skills? Are you looking for an employer that offers excellent benefits including flexible working? If so, please keep reading.

Attivo are currently recruiting for an Post Team Administrator to join our business on a permanent basis. The role will be based at Head Office in the heart of Cheltenham Town centre and is full time.

Our standard working hours are Monday to Friday, 9am until 5pm with an hour for lunch but flexibility is available for different start or finish times if desired however, must be able to work on a Friday.


The purpose of the role is to provide general office administration support, focusing on the processing of all incoming and outgoing post to the business.

Due to the nature of the role, we are looking for someone with exceptional attention to detail.


We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK.

We aim to deliver the most professional, technically competent, independent advice and service to our clients.

We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.


Main responsibilities

  • Opening and distribution of all incoming External Post at Head Office
  • Ensure distribution within internal timescales to avoid potential delays
  • Update of Internal Cheque & Safe Registers
  • Scanning of all key client documentation onto the system within internal timescales
  • Update Client Records on CRM system upon receipt of documentation and distribute accordingly
  • Scanning and electronic filing of documentation
  • Assist Marketing Department with distribution of client communications and dispatch of new employee welcome packs.
  • Assist Financial Planners with printing, binding and posting client documentation and reports, including proof reading documents as required
  • Updating any changes to client details on the CRM and circulate to client services team.
  • Provide general office administrative support to the Facilities Manager
  • Ensure all tasks and activities are accurately recorded for each client on CRM
  • Assist Financial Planners, Paraplanners and Trainee Paraplanners with general filing and scanning requirements

Qualifications, skills and experience

  • Strong organisational skills and the ability to work with a high level of accuracy
  • Excellent communication skills, including the ability to write wellarticulated documents
  • Ability to multitask and prioritise daily workload
  • Experience of working within Financial Services would be desirable
  • Able to deal with sensitive and confidential issues in a professional manner

Salary and benefits
Up to £24,000 dependent on experience and qualifications.

Attivo also offers:
- excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
- generous holiday allowance, rising with length of service
- discounted corporate gym membership
- parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- regular company social events
- charity days
- excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy
Attivo Limited is committed to being an Equal Opportunities employer.

If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.


Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with.

We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.


We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair.

Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter.

This is so that we can review the file if any complaints or issues arise after the recruitment process.

The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.

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