At a Glance
- Tasks: Support clients and manage inquiries while ensuring exceptional service.
- Company: Join Attivo, a transparent and client-focused financial planning company.
- Benefits: Up to £32,000 salary, flexible working, and generous holiday allowance.
- Other info: Great culture promoting employee wellbeing and career growth opportunities.
- Why this job: Be the first point of contact for clients and make a real difference.
- Qualifications: 5 GCSEs including Maths and English; experience in financial services preferred.
The predicted salary is between 24000 - 32000 £ per year.
Join Attivo, a privately owned Lifestyle Financial Planner company that prides itself on transparency, openness, and client focus.
About Attivo
Attivo are Lifestyle Financial Planners. We prefer a private ownership structure so we can handle our clients and people with the freedom we believe is best. 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 set 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, you will play a vital role in fostering and maintaining strong relationships with both existing and prospective clients. You will be the first point of contact for our clients, providing exceptional support and ensuring all enquiries are handled with efficiency and professionalism. You will manage inbound communications, assist with client inquiries and facilitate the seamless transfer of business during acquisitions. Working closely with key stakeholders, including Financial Planners, you will support the arrangement of annual client review meetings and various projects.
About You
You are naturally inquisitive, have excellent communication skills, and are highly organised with sharp attention to detail. You thrive under a busy workload. You have prior experience working in financial services and can leverage this to provide first‑class service. You maintain working relationships with peers and key stakeholders, supporting them with tasks. You are a fast learner, able to pick things up quickly and seek out learning opportunities. The successful candidate will need to be based at our Cheltenham Office a minimum of 3 days per week, with the option to work remotely the remaining days. We value work‑life balance and offer flexible working alongside our hybrid approach.
Key Responsibilities Include
- Ensure that all enquiries are handled efficiently and promptly, delivering exceptional customer service.
- Adhere to FCA requirements regarding compliance, customer risk and Treating Customers Fairly (TCF) principles.
- Document all client interactions accurately on Intelligent Office and adhere to GDPR.
- Use knowledge of Attivo Group products and services to identify new business opportunities.
- Work closely with other team members and Financial Planners to provide the best services to all new and existing clients.
- Ensure all activities are accurately recorded and updated.
- Proactively maintain up‑to‑date knowledge of business processes and service offerings to clients.
Essential Skills and Experience
- Minimum 5 GCSEs graded A‑B (6), including Maths and English, or equivalent evidence of the same level of ability.
- 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.
Desirable Skills and Experience
- Experience within Financial Planning or Wealth Management.
- A relevant degree, such as Economics, or industry experience.
- An aspiration to become a Financial Planner or Paraplanner.
- Currently working towards a Diploma in Regulated Financial Planning (CII).
Salary and Benefits
Up to £32,000 based on skills and experience.
Attivo Also Offers
- Non‑contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance (Cheltenham only)
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- 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 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), which may include but is not limited to adverse financial history, criminal records, UK directorship and disqualification checks. Attivo does not use recruitment agencies and we respectfully ask that agencies not contact us in regard to posts advertised on this site.
Client Services Administrator 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 Administrator in Cheltenham
✨Tip Number 1
Get to know the company inside out! Research Attivo's values, services, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the Client Services Administrator role. Personal connections can make a big difference!
✨Tip Number 3
Prepare for the interview by practising common questions related to client service and financial planning. Think about how your past experiences align with the role and be ready to share specific examples that highlight your skills.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email reiterating your interest in the position can leave a lasting impression. Plus, it shows that you’re proactive and keen on the opportunity!
We think you need these skills to ace Client Services Administrator in Cheltenham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Services Administrator role. Highlight your experience in financial services and how it aligns with our values of transparency and client focus.
Show Off Your Communication Skills:Since you'll be the first point of contact for clients, it's crucial to demonstrate your excellent written and verbal communication skills. Use clear and professional language in your application to reflect this.
Be Detail-Oriented:Attention to detail is key in this role. Ensure your application is free from typos and errors, and provide specific examples of how you've maintained accuracy in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves and you can easily keep track of your application status.
How to prepare for a job interview at Attivo
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Attivo's services and values. Familiarise yourself with their approach to financial planning and how they prioritise client relationships. This will help you demonstrate your genuine interest in the company and its mission.
✨Showcase Your Communication Skills
As a Client Services Administrator, communication is key. Prepare examples from your past experiences where you've effectively handled client inquiries or resolved issues. Be ready to discuss how you maintain professionalism and clarity in your communications, as this will be crucial for the role.
✨Demonstrate Your Organisational Skills
Given the busy nature of the role, it's important to highlight your organisational abilities. Think of specific instances where you've successfully managed multiple tasks or projects simultaneously. Discuss any tools or methods you use to stay organised and ensure efficiency in your work.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your enthusiasm and helps you gauge if Attivo is the right fit for you. Consider asking about their team dynamics, opportunities for professional development, or how they measure success in the Client Services team.
