Client Services Administrator - 12-month FTC

Attivo Group; Sharpness; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A leading financial services firm in Sharpness seeks a Client Services Administrator. The role involves managing client relationships, supporting Financial Planners, and ensuring compliance with regulations. Candidates should have strong communication skills and previous experience in financial services. The position offers a salary of up to £32,000 and flexible working arrangements.

Benefits

Up to £32,000 salary

Non-contributory Pension Scheme

Private Medical Insurance

Flexible working

Discounted corporate gym membership

Qualifications

• Previous experience working in financial services.
• Ability to work well under pressure.
• Ability to maintain working relationships.

Responsibilities

• Manage inbound communications and assist with client inquiries.
• Ensure all enquiries are handled in an efficient manner.
• Document client interactions accurately.

Skills

Communication skills

Organizational skills

Attention to detail

Numerical skills

IT skills

Education

Minimum 5 GCSEs graded A-B (6) including Maths and English

Job description

Client Services Administrator

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.

Key Responsibilities

• 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.

Qualifications and Personal Attributes

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. Cheltenham is ideally located for candidates commuting from across Gloucestershire, Worcestershire, Oxfordshire, and Bristol.

Qualifications

• 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).

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 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.

Attivo are Lifestyle Financial Planners.