Client Services/customer Service Administrator

**Client Services/Customer Service Administrator - (hybrid working)**

**Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients?? Are you looking for a business that will invest in your future and support yourdevelopment? If so, keep reading**

Due to an exciting period of growth, Attivo is looking to recruit a new team member in to our Client Engagement team. This is a fantastic opportunity to join a growing business that offers excellent opportunities for career development. The purpose of therole is to develop and maintain relationships with existing, newly acquired, and prospective clients, providing assistance as and when required and triage requests to the relevant team to action.

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 positivelyto society and the economy.

**Main responsibilities**
- Confidently communicate with clients from acquired client bases to explain the acquisition. Support and reassure them during the transfer of business and when required, explain Attivo culture and 'client journey
- Assist with enquiries from new clients and acquired clients, providing excellent service working closely with the Client Engagement Team to make sure these are handled efficiently
- Build strong relationships with the company’s existing client base
- Provide first class customer service at all times, projecting a positive and professional image of the company
- Assist clients with arranging annual financial planning reviews for our ever
- growing client base
- Deal with complaints and expressions of dissatisfaction in a courteous and professional manner, ensuring the best possible outcome for the client.
- Make outbound calls to our clients for various reasons, including, but not limited to:

- Maintain an up to date knowledge of the financial services industry and how changes affect our clients. Maintain an awareness of our duty of care to our clients and our responsibilities as dictated by the Financial Conduct Authority (FCA)
- Work on ad hoc client related projects as and when required.
- Liaise with external companies (e.g. pension providers) to ensure the best outcome for our clients.
- Manage Financial Planner diaries by arranging client meetings for new and existing clients as and when required, liaising with the Financial Planning Support team
- Liaise with Paraplanning and Trainee Financial Planners to arrange support for Financial Planners where required.

**Qualifications, 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
- Excellent written and verbal communication skills
- Ability to converse concisely with with clients with an ability to confidently translate the proposition
- The ability to quickly build rapport and engage customers on the phone
- Educated to degree level would be an advantage
- Financial Services experience is essential
- Desire to develop professionally and to take professional exams (Diploma in Regulated Financial Planner)

**Salary and benefits**

Up to £25,000 depending on experience.

Attivo Group 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
- Work from home and flexible working available
- 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 Group 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 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 privacy policy for prospective employees.