At a Glance
- Tasks: Support clients with financial planning and ensure exceptional service throughout their journey.
- Company: Join Attivo, a trusted lifestyle financial planning firm focused on client success.
- Benefits: Enjoy a competitive salary, flexible working, and a generous holiday allowance.
- Other info: Work in a supportive environment with opportunities for professional growth and development.
- Why this job: Be part of a team that values transparency and client relationships while advancing your career.
- Qualifications: Experience in financial planning administration and strong organisational skills are essential.
The predicted salary is between 29700 - 36300 £ per year.
About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company. 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.
About the Role: 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.
About You: 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.
Key Responsibilities Include:
- 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.
Essential Skills and Experience:
- 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.
Desirable Skills and Experience:
- 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.
Salary and benefits: Negotiable depending on experience. Attivo also offers:
- 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.
Recruitment Policy: 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.
Senior Client Services Administrator in Liverpool 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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Services Administrator in Liverpool
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Attivo Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Attivo Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Attivo Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Client Services Administrator in Liverpool
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Attivo Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Attivo Group how you can be a team player!
How to prepare for a job interview at Attivo Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Attivo Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Attivo Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
