Senior Client Services Administrator
Attivo
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Benefits offered by this job
Job summary
Attivo are Lifestyle Financial Planners, a privately owned firm delivering transparent and trusted financial planning. We seek a Senior Client Services Administrator to join the Cheltenham-based Client Services team, handling LOAs, client enquiries, data changes and pre-meeting prep with accuracy and efficiency.
You will work closely with Financial Planners and support teams to ensure an exceptional client experience and drive operational excellence across the business.
Qualifications
- Experience in a Financial Planning or regulated environment.
- Excellent organisational skills and high attention to detail.
- Proficient in MS Office 365 (Word, Excel, Outlook).
- Confident handling varied client interactions with empathy and professionalism.
- Strong written communication skills for well-presented documents.
- Ability to manage multiple tasks and prioritise workload effectively.
- Discretion handling sensitive and confidential information.
Responsibilities
- Deliver all Client Services Administrator duties to a consistently high standard.
- Act as SME for key client lifecycle processes (LOAs, data updates, policy schedules, client retention, reallocations).
- Manage offboarding activities and handle complex client queries efficiently.
- Support colleagues with procedural guidance and best practice.
- Assist with onboarding, training and mentoring of new starters.
- Contribute to training materials, guides and process documentation.
- Perform quality checks on administrative output and identify improvement trends.
- Support project work and process improvements across the department.
Skills
Education
Tools
Job description
- Existing policy schedules
- Client retention
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.
We are looking for an experienced and proactive Senior Client Services Administrator to 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 the early stages of 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, quality and continuous improvement across the team.
Working closely with Financial Planners, support teams and key stakeholders, you will help ensure an exceptional client experience while supporting operational excellence across the business.
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 in maintaining high standards of 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 Cheltenham Head Office with the successful applicant required to work from Cheltenham for a minimum of three days per week.
- 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.
- Previous experience within a Financial Planning or 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
- Working towards, or interested in studying, Financial Planning qualifications.
- Previous experience supporting or coaching colleagues.
- Ability to identify inefficiencies and support continuous improvement.
- Strong problem-solving mindset and confidence handling escalated client queries.
- Competency using CRM systems, preferably Intelligent Office.
- A minimum of 5 GCSEs at Grade A-B (or equivalent) including Maths and English.
Negotiable depending on experience
- 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.
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.
Please visit our website to view our full privacy policy for prospective employees.
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