Client Services Administrator

Client Services AdministratorAbout Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were 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 youre 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.About the role: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.About you: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.Cheltenham is ideally located for candidates commuting from across Gloucestershire Worcestershire Oxfordshire and Bristol.Key Responsibilities include: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) principlesEnsuring that all client interactions are documented accurately on Intelligent Office and adhere to GDPRUsing knowledge of Attivo Group products and services identifying new business opportunitiesWork 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 updatedProactively maintain an up-to-date knowledge of the Business processes and service offerings to its clients.Essential skills and experienceMinimum 5 GCSEs graded A-B (6) or equivalent including Maths and English or have the experience to demonstrate the ability to work at this levelExcellent interpersonal listening numerical and IT skillsExcellent written/verbal communication skillsGood organisational time management and caseload management skillsAbility to work well under pressure while maintaining excellent attention to detail.Desirable skills and experienceExperience within Financial Planning or Wealth Management would be an advantageA relevant degree such as Economics or Financial Services industry experienceAn aspiration to become a Financial Planner or ParaplannerCurrently working towards your Diploma in Regulated Financial Planning (CII)Salary and benefitsUp to 32000 based on skills and experience.Attivo also offers:Non-contributory Pension SchemePrivate Medical InsuranceCashplanIncome ProtectionCritical IllnessDeath in ServiceParking allowance (Cheltenham only)Generous holiday allowance rising with length of serviceWork from home and flexible working availableDiscounted corporate gym membershipExcellent culture promoting employee wellbeing and engagement.Recruitment PolicyAttivo 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.Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history criminal records UK directorship and disqualifications check.Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.Please visit our website to view our full privacy policy for prospective employees.Required Experience:Junior IC Key Skills Fashion Retail,CSS,HTML,Banking & Finance,Health And Safety Management Employment Type : Full-Time Experience: years Vacancy: 1