Senior Client Services Specialist — Hybrid/Remote

Attivo Group; Liverpool; Hybrid; 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

Work from home and flexible working

Job summary

Attivo Group is seeking an experienced Senior Client Services Administrator to join the Client Services team in Cheltenham. You will support the early client journey, handle inquiries, LOAs, data changes and pre-meeting prep with accuracy and efficiency.

You will act as a subject matter expert for client lifecycle processes, guide colleagues, and drive consistency, quality and continuous improvement across the team. Collaborative work with Financial Planners and stakeholders is essential.

Qualifications

• 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.

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.
• Data updates and existing policy schedules.
• Client retention, reallocations and offboarding activities.
• Handling complex and escalated client queries professionally and efficiently.
• Supporting colleagues with procedural guidance and best practice.
• Assisting with onboarding, training and mentoring of new starters.
• Contributing to training materials, guides and process documentation.
• Performing quality checks on administrative output and identifying trends or areas for improvement.
• Managing complex information gathering, provider chasing 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.
• Preparing and coordinating pre-meeting information and client documentation.
• Supporting meeting bookings, client correspondence and administration throughout the client lifecycle.

Skills

Financial Planning

Organisational skills

Attention to detail

Written communication

Empathy

Multitasking

Discretion

Education

GCSEs including Maths and English

Financial Planning qualifications (desirable)

Tools

Intelligent Office

Microsoft Office 365

Job description

Attivo Group is seeking an experienced Senior Client Services Administrator to join the Client Services team in Cheltenham. You will support the early client journey, handle inquiries, LOAs, data changes and pre-meeting prep with accuracy and efficiency.

You will act as a subject matter expert for client lifecycle processes, guide colleagues, and drive consistency, quality and continuous improvement across the team. Collaborative work with Financial Planners and stakeholders is essential.