Client Services Admin - Financial Planning Academy

Attivo; Cheltenham; Hybrid; GBP 22,500 - 27,500; Full time

Benefits offered by this job

Non-contributory Pension Scheme (8%)

Private Medical Insurance

Cashplan

Income Protection

Critical Illness

Death in Service

Parking allowance

Generous holiday allowance

Work from home and flexible working

Excellent culture

Job summary

Attivo is recruiting a Client Services Administrator for the Financial Adviser Academy in the UK. You will gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, offering a clear pathway into Paraplanner or Financial Planner roles.

You’ll build strong relationships with Financial Planners and clients, deliver exceptional service as a first contact, and support meetings, documentation and admin throughout the client lifecycle.

Qualifications

• Minimum of 5 GCSEs graded A-B (6), including Maths and English.
• Interested in studying Financial Planning qualifications.
• Must have the aspiration to become a Financial Planner or Paraplanner.
• Excellent interpersonal, listening, numerical and IT skills.
• Excellent written and verbal communication skills.
• Good organisational, time management, and caseload management skills.

Responsibilities

• Handle enquiries efficiently and deliver exceptional client service.
• Ensure compliance with FCA requirements, risk management and TCF principles.
• Document client interactions accurately on Intelligent Office (iO) and GDPR-compliant.
• Collaborate with Financial Planners to provide excellent service to clients.
• Record and update client activities accurately in the system.
• Maintain up-to-date knowledge of Company processes and services.
• Prepare and coordinate pre-meeting information and documents.
• Support meeting bookings, client correspondence and admin activities throughout the lifecycle.

Skills

GCSEs (Maths & English)

Financial Planning interest

Paraplanner aspiration

Interpersonal skills

IT skills

Organisational skills

Communication skills

Office 365

Education

5 GCSEs A-B incl Maths & English

Interest in Financial Planning studies

Tools

Microsoft Office (Office 365)

Job description

Attivo is recruiting a Client Services Administrator for the Financial Adviser Academy in the UK. You will gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, offering a clear pathway into Paraplanner or Financial Planner roles.

You’ll build strong relationships with Financial Planners and clients, deliver exceptional service as a first contact, and support meetings, documentation and admin throughout the client lifecycle.