Client Services

3 months ago

Cheltenham, United Kingdom Attivo Group Full time

**Client Services - Academy Opportunity**

**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, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of 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.

**About the role**:
As a Client Services Associate, you will be joining our training academy at an exiting time for Attivo as we continue to grow. This is a unique opportunity to become a member of the Client Services team and develop your career with the excellent study support we offer. During your first 6 months, you will begin your Diploma in Regulated Financial Planning, fully funded and supported by the business. We offer an excellent career path from Financial Planning Associate through to Chartered Financial Planner, supported throughout by our internal training Academy.

**About you**:
You have aspirations to become a Chartered Financial Planner or Chartered Paraplanner and are looking for the right business to support those goals. You will be driven, self motivated and able to handle a busy workload whilst sitting professional qualifications. You could be a graduate that has studied economics or business, or someone that has experience within Financial Services already and is looking for progression. You may have already completed some of your CII exams and are looking to put your knowledge in to practice. You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.

**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) 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.

**Essential skills and experience**
- 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
- Must have an aspiration to become a Financial Planner or Paraplanner
- 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.
- Relevant degree such as Economics, or Financial Services industry experience

**Desirable skills and experience**
- Experience within Financial Planning or Wealth Management would be an advantage
- Currently working towards your Diploma in Regulated Financial Planning (CII)

**Salary and benefits**

Starting salary £25,000 (rising on completing of professional exams) up to £32,000.

**Attivo also offers**:

- Non-contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance (Cheltenham only)
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**

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

**Privacy Policy**
Please visit our website to view our full

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