Client Services Administrator

Client Services Administrator – 12‑month FTC 2 days ago – Be among the first 25 applicants. Location: Cheltenham. Full‑time fixed term for 12 months. About Attivo Attivo are Lifestyle Financial Planners. We’re a privately owned company, preferring to operate independently so we can best serve our clients and our people. Our focus is on our clients, and we pride ourselves on transparency, openness and honesty, building trust and inspiring financial confidence. Experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach help us understand our clients’ preferences and motivation, setting us apart, and we provide ongoing support for bespoke financial plans aimed at fulfilling lifestyle needs. Whether you’re a private client or a business accessing corporate services, you can rely on clear, consistent service from our Financial Planners and teams. About the Role As a Client Services Administrator, you will play a vital role in fostering and maintaining strong relationships with existing and prospective clients. You will be the first point of contact, providing exceptional support and ensuring all enquiries are handled efficiently and professionally. You will manage inbound communications, assist with client inquiries and facilitate the seamless transfer of business during acquisitions. You will work closely with key stakeholders, including our Financial Planners, supporting the arrangement of annual client review meetings and various projects. About You You are naturally inquisitive, highly organised, have excellent communication skills, and thrive in a busy workload. You have experience working in financial services and can utilise that to provide first‑class service. You maintain working relationships with peers and stakeholders, support them with tasks, and are a fast learner who quickly picks things up and seeks learning opportunities. Successful candidates will be based at our Cheltenham office at least 3 days per week, with remote work options for the remaining days. We value work‑life balance and offer flexible hybrid working. Key Responsibilities Ensure all enquiries are handled efficiently and timely, delivering exceptional customer service. Adhere to FCA compliance requirements, customer risk, and Treating Customers Fairly (TCF) principles. Document all client interactions accurately on Intelligent Office and comply with GDPR. Use knowledge of Attivo Group products and services to identify new business opportunities. Work closely with team members and Financial Planners to provide best services to clients. Ensure all activities are accurately recorded and updated. Proactively maintain up‑to‑date knowledge of business processes and service offerings. Essential Skills and Experience Minimum of 5 GCSEs graded A–B (6), or equivalent. Excellent interpersonal, listening, numerical, and IT skills. Excellent written and verbal communication skills. Good organisational, time‑management, and caseload‑management skills. Ability to work well under pressure while maintaining attention to detail. Desirable Skills and Experience Experience within Financial Planning or Wealth Management. A relevant degree, such as Economics, or industry experience in Financial Services. An aspiration to become a Financial Planner or Paraplanner. Currently working towards a Diploma in Regulated Financial Planning (CII). Salary and Benefits Up to £32,000 based on skills and experience. 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 during the recruitment process, please let us know and we will endeavour to make the process as accessible and 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 is not limited to, adverse financial history, criminal records, UK directorship and disqualifications checks. Attivo does not use recruitment agencies and we respectfully ask that agencies do not contact us regarding posts advertised on this site. For the full privacy policy for prospective employees, please visit our website. #J-18808-Ljbffr