At a Glance
- Tasks: Support Financial Planners and clients, managing admin and documentation throughout the client lifecycle.
- Company: Attivo, a leader in financial education and planning.
- Benefits: Fully funded Diploma in Regulated Financial Planning and hands-on experience.
- Other info: Join a supportive team and build valuable industry connections.
- Why this job: Kickstart your career in finance with real-world experience and clear progression opportunities.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 50000 - 60000 £ per year.
Attivo is recruiting a Client Services Administrator for the Financial Adviser Academy in the UK.
You will gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, offering a clear pathway into Paraplanner or Financial Planner roles.
You’ll build strong relationships with Financial Planners and clients, deliver exceptional service as a first contact, and support meetings, documentation and admin throughout the client lifecycle.
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Client Services Admin - Financial Planning Academy 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.
