At a Glance
- Tasks: Support Financial Planners and clients while gaining hands-on experience in financial services.
- Company: Attivo Group, a leading firm with a focus on professional development.
- Benefits: Fully funded Diploma in Regulated Financial Planning and clear career progression.
- Other info: Join a supportive team and pave your way to becoming a Financial Planner.
- Why this job: Kickstart your career in finance with real-world experience and mentorship.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 45000 - 50000 £ per year.
Attivo Group in Cheltenham, London, Reading, Liverpool, Cardiff and Fareham is seeking a Client Services Administrator for our Financial Adviser Academy. You will gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, with a clear pathway to Paraplanner or Financial Planner roles.
You’ll build relationships with Financial Planners and clients, provide exceptional service as a first point of contact, and support meetings and admin.
Client Services Administrator — Academy Path to Financial Planner in Cheltenham employer: Attivo Group
Attivo is an exceptional employer that prioritises the well-being and growth of its employees while maintaining a strong focus on client satisfaction. With a commitment to transparency and integrity, the company fosters a supportive work culture that encourages continuous learning and development, particularly in the role of Application Analyst. Located in Cheltenham, the hybrid working model, generous benefits, and emphasis on employee engagement make Attivo a rewarding place to build a meaningful career.
