Client Services Administrator

Attivo Group; Cheltenham; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance

Cashplan

Income protection

Critical illness

Death in service

Holiday allowance

Work from home

Gym membership

Company culture

Job summary

Attivo Group in Cheltenham is seeking a Client Services Administrator to nurture client relationships, handle enquiries and assist with business transfers during acquisitions. You will be the first point of contact, delivering professional support and ensuring smooth communications with clients.

You will work closely with Financial Planners, ensuring GDPR compliance and accurate documentation, while supporting various projects and maintaining excellent service levels.

Qualifications

• GCSEs including Maths and English.
• 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 with attention to detail.

Responsibilities

• Handle all client enquiries in a timely and professional manner.
• Adhere to FCA compliance, risk and TCF principles.
• Document client interactions accurately on the CRM and GDPR compliant systems.
• Identify new business opportunities using knowledge of Attivo Group products.
• Collaborate with Financial Planners to support client services and transitions during acquisitions.
• Record and update activities accurately and maintain up-to-date knowledge of processes.

Skills

GCSEs A-B

Interpersonal skills

Communication skills

IT skills

Organisational skills

Time management

Attention to detail

Education

GCSEs in Maths & English

Job description

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, set us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling 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 Administrator, you will play a vital role in fostering and maintaining strong relationships with both existing and prospective clients. You will be the first point of contact for our clients, providing exceptional support and ensuring all enquiries are handled with efficiency and professionalism. You will be required to manage inbound communications, assist with client inquiries and facilitate the seamless transfer of business during acquisitions. You will work closely with key stakeholders within the business, including our Financial Planners, supporting the arrangement of annual client review meetings and supporting various projects.

About you:

You are naturally inquisitive and have excellent communication skills. You will be highly organised with sharp attention to detail and work best when faced with a busy workload. You will have previous experience working in financial services and be able to utilise this experience to provide first‑class service to all of our clients. You are able to maintain working relationships with your peers and with key stakeholders, supporting them with tasks. You are a fast learner, able to pick things up quickly and seek out learning opportunities.

The successful candidate will need to be based at our Cheltenham Office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work‑life balance and offer flexible working alongside our hybrid approach.

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
• 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.

Desirable skills and experience

• Experience within Financial Planning or Wealth Management would be an advantage
• A relevant degree, such as Economics, or Financial Services industry experience
• An aspiration to become a Financial Planner or Paraplanner
• Currently working towards your Diploma in Regulated Financial Planning (CII)

Salary and benefits

Up to £32,000 based on skills and experience.

Attivo also offers:

• Non-contributory Pension Scheme

• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• 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. 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 not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

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