At a Glance
- Tasks: Support Financial Planners and deliver exceptional service to clients while gaining industry experience.
- Company: Join Attivo, a lifestyle-focused financial planning company with a commitment to transparency.
- Benefits: Enjoy a starting salary of £25,000, flexible working, and a generous holiday allowance.
- Other info: Opportunities available in multiple locations with a strong focus on employee wellbeing.
- Why this job: Kickstart your career in financial planning with hands-on experience and fully funded qualifications.
- Qualifications: 5 GCSEs including Maths and English; passion for financial planning and excellent communication skills.
The predicted salary is between 50000 - 60000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners.
We’re a privately owned company.
We prefer it that way.
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
As a Client Services Administrator within our Financial Adviser Academy, you’ll gain hands‑on experience in a growing independent financial planning business while studying towards the Diploma in Regulated Financial Planning, fully funded and supported by Attivo.
This is an excellent opportunity to build a long‑term career in financial services, with a clear pathway into roles such as a Paraplanner or Financial Planner.
In this role, you will play a key part in building and maintaining strong relationships with Financial Planners and both existing and prospective clients.
As one of the first points of contact for our clients, you’ll deliver exceptional service, ensuring enquiries are handled efficiently and professionally.
You’ll support the coordination of client review meetings, manage key administrative processes, and gain exposure to all aspects of financial planning while developing the skills, experience and qualifications needed for a successful career in the profession.
This is a 12‑month fixed‑term opportunity that will equip you with valuable industry experience, professional qualifications and the skills needed to pursue future career opportunities within financial planning.
About You
We’re looking for someone who is eager to build a long‑term career in financial planning and is excited by the opportunity to learn, develop and gain professional qualifications.
You’ll be naturally inquisitive, with excellent communication skills and a genuine passion for delivering outstanding service.
Whether you’re a recent graduate or looking to take the next step in your career, you’ll be motivated to learn, embrace new challenges and make the most of the development opportunities available through our Academy.
You’ll be highly organised, able to manage a busy workload and maintain excellent attention to detail.
A strong team player, you’ll be comfortable building positive working relationships with colleagues, Financial Planners and clients alike.
Most importantly, you’ll be a fast learner who takes initiative, seeks out opportunities to develop new skills and is committed to achieving the Diploma in Regulated Financial Planning as part of our Academy programme.
This opportunity is available across our Cheltenham, London, Reading, Liverpool, Cardiff and Fareham offices.
To support your development through our Academy programme, you’ll spend a minimum of three days per week in your local office, giving you plenty of opportunities to learn from experienced colleagues and build your professional network.
Key Responsibilities Include
- Ensuring that all enquiries are handled in an efficient and timely manner, delivering exceptional levels of customer service to all clients.
- Adherence to the requirements laid out by the FCA in terms of compliance, customer risk, and Treating Customers Fairly (TCF) principles.
- Ensuring that all client interactions are documented accurately on Intelligent Office (i O) and adhere to GDPR.
- Work closely with other team members and Financial Planners to provide the best service to all new and existing clients.
- Ensuring that all client activities are accurately recorded and updated on the system.
- Proactively maintain an up‑to‑date knowledge of the Company processes and service offerings.
- 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
- Minimum of 5 GCSEs graded A-B (6), or equivalent, including Maths and English.
- Interested in studying Financial Planning qualifications.
- Must have the aspiration to become a Financial Planner or Paraplanner.
- Excellent interpersonal, listening, numerical and IT skills.
- Excellent written and verbal communication skills.
- Good organisational, time management, and caseload management skills.
- Ability to work well under pressure while maintaining excellent attention to detail.
- Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365).
- Able to handle sensitive and confidential information with discretion and professionalism.
Desirable Skills And Experience
- 2:1 or above in a relevant degree in a subject such as Economics, Law, Finance, Maths, Banking and Finance.
- Working towards Financial Planning qualifications.
- Experience working in Financial Services.
Salary And Benefits
Starting salary £25,000.
- 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.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
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Client Services - Academy Opportunity in Cheltenham employer: Attivo
Attivo is an exceptional employer located in Cheltenham, offering a dynamic work culture that fosters collaboration and innovation. With a strong focus on employee growth, the company provides extensive benefits such as a non-contributory pension scheme and private medical insurance, alongside flexible working options to ensure a healthy work-life balance. Joining Attivo means being part of a forward-thinking team dedicated to excellence in financial control and governance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services - Academy Opportunity in Cheltenham
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at Attivo.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like Attivo looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Client Services - Academy Opportunity in Cheltenham
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with Attivo and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at Attivo.
How to prepare for a job interview at Attivo
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
