Senior Client Services Specialist - Financial Planning

Attivo Group; Cheltenham; On-site; GBP 32,000 - 42,000; 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, rising với

Job summary

Attivo is seeking an experienced Senior Client Services Administrator to join the Cheltenham Head Office. You will support the early client journey, handle LOAs, data changes and pre-meeting prep, while driving process improvements and mentoring colleagues.

Based in Cheltenham, you will work at least three days a week on site, coordinating with Financial Planners and support teams to deliver an exceptional client experience and robust administrative workflows.

Qualifications

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

Responsibilities

• Delivering all Client Services Administrator duties to a consistently high standard.
• Acting as a subject matter expert for key client lifecycle processes including LOAs and data updates.
• Performing quality checks on administrative output and identifying trends or areas for improvement.
• Supporting onboarding, training and mentoring of new starters.
• Assisting with client documentation and pre-meeting information.
• Providing cover for colleagues and supporting Team Leader during peak periods.

Skills

Financial Planning exp

Organisational skills

MS Office

Client interactions

Written communication

Multitasking

Discretion

Education

GCSEs incl Maths & English

Tools

MS Office

Job description

Attivo is seeking an experienced Senior Client Services Administrator to join the Cheltenham Head Office. You will support the early client journey, handle LOAs, data changes and pre-meeting prep, while driving process improvements and mentoring colleagues.

Based in Cheltenham, you will work at least three days a week on site, coordinating with Financial Planners and support teams to deliver an exceptional client experience and robust administrative workflows.