Senior Client Services Administrator

Attivo Group; Cardiff; Hybrid; GBP 28,000 - 36,000; 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, risingwith

Work from home and flexible working

Job summary

Attivo, a Lifestyle Financial Planning firm, is seeking an experienced Senior Client Services Administrator to join the Cheltenham-based Client Services team. The role focuses on supporting the early client journey, handling LOAs, data changes and pre-meeting prep with accuracy and efficiency.

You will act as a subject matter expert for client service processes, guiding colleagues, improving quality and maintaining high standards while collaborating with Financial Planners and stakeholders

Qualifications

• Previous experience within a Financial Planning or regulated environment.
• Excellent organisational skills and high attention to detail.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Confident handling varied client interactions with empathy and professionalism.
• Strong written communication with well-presented documents.
• Able to manage multiple tasks and prioritise workload effectively.
• Discretion and professionalism when handling confidential information.

Responsibilities

• Deliver all Client Services Administrator duties to a consistently high standard.
• Act as subject matter expert for client lifecycle processes including LOAs and data updates.
• Support onboarding, training and mentoring of new starters.
• Produce and maintain training materials and process guides.
• Quality check administrative output and identify areas for improvement.
• Coordinate pre-meeting information and client documentation.
• Support meeting bookings and client correspondence throughout the lifecycle.

Skills

Financial Planning

Organisation

MS Office

Communication

Attention to detail

Prioritisation

Education

GCSEs ( Maths & English )

Tools

Intelligent Office

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, sets 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:

We are looking for an experienced and proactiveSenior Client Services Administratorto join our Client Services team.

This is an exciting opportunity for someone with strong Financial Planning administration experience who is looking to take the next step in their career. As a senior member of the team, you will play a key role in supporting theearly stagesof the client journey, ensuring client enquiries, data changes, Letters of Authority (LOAs), pre-meeting preparation and administrative workflows are completed accurately and efficiently.

You will act as a subject matter expert for key client service processes, handling more complex client queries, supporting colleagues with procedural guidance, and helping to drive consistency,qualityand continuous improvement across the team.
Working closely with Financial Planners, supportteamsand key stakeholders, you will help ensure an exceptional client experience while supporting operational excellence across the business.

About You:

You are an experienced Financial Planning administrator with excellent organisational skills and a passion for delivering outstanding client service.

You enjoy supporting and developing others, have a keen eye for detail, and take pride inmaintaininghigh standardsof accuracy and professionalism. You are confident handling complex cases and enjoy finding solutions to challenges while ensuring positive outcomes for both clients and colleagues.

You will be comfortable managing competing priorities, working independently, and contributing to the continuous improvement of processes and team performance.

This role will be based in our CheltenhamHead Office with the successful applicantrequiredto work from Cheltenham for a minimum of three days per week.

Key Responsibilities Include:

• Delivering all Client Services Administrator duties to a consistently high standard.
• Acting as a subject matter expert for key client lifecycle processes, including:
• Letters of Authority (LOAs)
• Data updates
• Existing policy schedules
• Client retention
• Reallocations
• Offboarding activities
• Handling complex and escalated client queries professionally and efficiently.
• Supporting colleagues with procedural guidance and best practice.
• Assisting with the onboarding, training and mentoring of new starters.
• Contributing to the development and maintenance of training materials, guides and process documentation.
• Performing quality checks on administrative output and identifying trends or areas for improvement.
• Managing complex information gathering, provider chases and detailed client cases.
• Supporting operational improvement initiatives and project work across the department.
• Providing cover for colleagues and supporting the Team Leader during peak periods when required.
• Preparing and coordinating pre-meeting information and client documentation.
• Supporting meeting bookings, client correspondence and administration activities throughout the client lifecycle.

Essential Skills and Experience:

• Previousexperiencewithin a Financial Planningor regulated environment.
• Excellent organisational skills and high attention to detail.
• Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365).
• Confident in handling varied client interactions, with empathy and professionalism.
• Strong written communication skills, with the 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:

• Working towards, or interested in studying, Financial Planning qualifications.
• Previousexperience supporting or coaching colleagues.
• Ability toidentifyinefficiencies and support continuous improvement.
• Strong problem-solving mindset and confidence handlingescalated client queries.
• Competency using CRM systems, preferably Intelligent Office.
• A minimum of 5 GCSEs at Grade A-B (or equivalent) including Maths and English.

Salary and benefits:

Negotiable depending on experience

Attivo also offers:

• Non-contributory Pension Scheme(8%)
• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
• Parking allowance
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• 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 regarding posts advertised on this site.

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