Attivo Group in Cheltenham is seeking a Client Services Administrator within our Financial Adviser Academy. You’ll gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, with a clear path into Paraplanner or Financial Planner roles.
This 12-month fixed-term opportunity focuses on building strong relationships with Financial Planners and clients, delivering exceptional service, coordinating meetings and admin, and developing the skills
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Client Services Admin — Path to Financial Planner (Academy) in Cheltenham employer: Attivo Group
Attivo is an excellent employer that fosters a dynamic work culture, encouraging innovation and collaboration among its team members. With a focus on employee growth, we offer comprehensive training and development opportunities, ensuring that our staff can thrive in their careers while enjoying the flexibility of a hybrid working model in vibrant locations like Cheltenham, London, or Reading. Join us to be part of a forward-thinking company that values your contributions and supports your professional journey.
