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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Admin - Financial Planning Academy in Cheltenham
✨Tap into Campus Resources
Universities often have strong ties with banks and financial institutions. Make sure to check in with your career services for any internship fairs or networking events. These can be golden opportunities to meet representatives from firms like Attivo and make a lasting impression.
✨Join Finance Societies and Clubs
Get involved with finance or investment clubs at your university. These not only offer great networking potential but often host guest speakers from the industry. Show your enthusiasm and engage with these professionals—who knows, they might tip you off about internship openings at Attivo!
✨Have Your Application Ready to Go
Internship applications can be competitive and come with tight deadlines. Be proactive! Have your CV and cover letter prepared and tailored for roles at Attivo. When the openings go live, you’ll want to be one of the first to apply.
✨Leverage LinkedIn for Connections
LinkedIn is a powerful tool, especially in the banking sector. Follow recruiters from Attivo and connect with alumni who are working in similar roles. Don’t hesitate to drop them a message to introduce yourself and express your interest in internships—they might have insider info or even refer you!
We think you need these skills to ace Client Services Admin - Financial Planning Academy in Cheltenham
Some tips for your application 🫡
Show Off Those Grades!:In banking and financial services, your academic background is super important. Make sure to highlight your grades, especially in finance, economics, or maths. If you've got any relevant coursework or projects, don’t hesitate to include them in your CV!
Craft Your Cover Letter with Care:For an internship, we want to see your enthusiasm and motivation. Use your cover letter to explain why you’re excited about this opportunity at Attivo and what you hope to learn. Be personal and connect the dots between your education and the role of Client Services Admin - Financial Planning Academy.
Squeaky Clean CV:Your CV should be clear and free of jargon. Focus on the skills that matter most in the banking sector, like analytical thinking and attention to detail. Don't forget to include any internships or part-time jobs that show your experience in a banking environment!
Utilise Relevant Experiences:If you've been involved in finance-related clubs or societies at university, mention that in your application. Showing your practical experience alongside your studies can make a real difference and demonstrate your passion for the financial world. We love seeing candidates who go the extra mile!
How to prepare for a job interview at Attivo
✨Show Us Your Analytical Skills
As an intern in the banking and financial services sector, you'll want to showcase your analytical skills. Be ready to tackle numerical and case questions during your interview. Brush up on your data interpretation abilities and consider scenarios where you've used data to solve problems.
✨Know Your Financial Tools
Familiarise yourself with the financial tools and software commonly used in banking, like Bloomberg or Excel for financial modelling. We recommend having a couple of examples where you've applied these tools in your studies or projects to impress the interviewer.
✨Be Passionate About Learning
Internships are all about learning, so express your enthusiasm for the banking industry. Share what trends you're excited about, or recent news you've followed, to show you're motivated and engaged. This can set you apart from other candidates who might be less enthusiastic.
✨Prepare for Behavioural Questions
Expect behavioural questions that assess your fit within a team and your ability to handle challenges. Think of examples from your studies or group projects that highlight your teamwork, adaptability, and communication skills. We want to see how you've navigated situations that are relevant to the workplace!
