Administration Coordinator - Financial Services

Attivo Group; Cheltenham; On-site; GBP 22,000 - 27,000; Full time

Job summary

A financial services firm based in Cheltenham is seeking an Administration Coordinator to provide efficient administrative support. The role involves data entry, handling documentation, and assisting Financial Planners. Candidates should have strong organizational skills, proficiency in Microsoft Office, and excellent communication abilities. The salary ranges from £22,000 to £27,000 based on experience, with additional benefits including a non-contributory pension scheme and private medical insurance.

Benefits

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Income Protection

Critical Illness

Death in Service

Generous holiday allowance

Parking allowance for employees living over 1.5 miles away

Qualifications

• Highly organized and detail-oriented individual.
• Strong communication skills, both written and verbal.
• Proficient in Microsoft Office applications.

Responsibilities

• Provide efficient administrative support across the business.
• Maintain high standards of data integrity across systems.
• Support the Financial Planners and wider team with various tasks.

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

Proficiency in Microsoft Office

Education

5 GCSEs at grade A-5 including Maths and English

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Administration Coordinator - Financial Services

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.

Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people – because when our people thrive, so do our clients. We’re proud to have been named one of the Professional Adviser’s Best Financial Advisers to Work For 2025.

About the role:

As an Administration Coordinator, you will play a key role in providing efficient and accurate administrative support across the business. With a primary focus on data entry, handling outgoing post, and responding to telephone enquiries, you will help ensure the smooth delivery of client services.

You will maintain high standards of data integrity across systems, manage client documentation in line with company and regulatory policies, and act as a key point of contact for both internal teams and external providers.

In addition to core responsibilities, you will support Financial Planners and the wider team with various administrative tasks, contributing to a collaborative and client-focused working environment.

The successful applicant would be required to work from our Cheltenham Head Office five days a week.

About you:

You are a highly organised and detail-oriented individual who takes pride in delivering accurate and timely administrative support. With strong communication skills, both written and verbal, you are confident liaising with internal colleagues and external providers to ensure processes run smoothly and information is shared.

You are proficient in Microsoft Office, particularly Word, Excel and Outlook, and can manage multiple tasks while maintaining a high level of accuracy and professionalism. You understand the importance of handling sensitive information with discretion and demonstrate a proactive, can-do attitude.

While previous experience in a financial services or regulated environment is desirable, your ability to quickly learn and adapt will be key to your success in this role. Most importantly, you are a reliable team player who is committed to supporting colleagues and contributing to the delivery of excellent client service.

Key Responsibilities include:

• Ensuring the accurate and timely preparation and processing of all incoming and outgoing post for Attivo and appointed representatives.
• Maintaining appropriate records of special deliver and secure post items, ensuring compliance with internal procedures and external postal service requirements.
  
• Accurately enter and maintain client and provider data across a range of internal systems and external provider platforms. Ensure records are kept up to date and data integrity is maintained at all times.
• Support with incoming calls and general office enquiries. Respond professionally and efficiently, redirecting queries where appropriate and ensuring a positive experience for clients, providers, and colleagues.
• Provide administrative support to Financial Planners and the wider team. This includes printing and binding client reports, preparing application packs, scanning and filing documents, and maintaining accurate CRM records.
• Appropriately manage original client documents, ensuring they are correctly logged, securely stored, and returned in line with company policy and regulatory requirements.
• Build and maintain effective working relationships with external providers. Liaise with them to request data, confirm receipt of applications or documentation, and support processes such as client allocation and data gathering. Ensure timely communication of updates and resolutions to internal stakeholders.
• Work closely with Financial Planners, Paraplanners, Trainee Paraplanners, and other business areas to ensure efficient task completion. Offer flexibility and support with ad-hoc administrative tasks and contribute to a collaborative team environment.
  

Essential skills and experience:

• Excellent organisational skills and high attention to detail
• Proficient in Microsoft Office applications, particularly in Word, Excel and Outlook (Office 365)
• Strong verbal and written communication skills, with he ability to produce well-presented documents
• Capable of managing multiple tasks and prioritising workload effectively
• Able to handle sensitive and confidential information with discretion and professionalism

Desirable skills and experience:

• Previous experience in a Financial Services or regulated environment
• A minimum of 5 GCSEs at grade A-5 (or equivalent), including Maths and English

Salary and benefits:

£22,000 - £27,000 depending on experience.

Attivo core benefits include:

• Non-contributory Pension Scheme (8%)

• Private Medical Insurance

• Income Protection

• Critical Illness

• Death in Service
• CashPlan
• Generous holiday allowance, rising with length of service
• Parking allowance for employees who live over 1.5 miles away from the office

• 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.

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 check.

Attivo do not use recruitment agencies and 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 you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions 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 in case of future reference or queries.

Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission.

Please visit our website to view our full privacy policy for prospective employees.