Attivo in Cheltenham is seeking a Client Services Administrator to foster strong client relationships and provide exceptional support. You will be the first point of contact, handle inquiries, and assist with the transfer of business during acquisitions while working closely with Financial Planners.
You are organised, communicative, and keen to develop within financial services; hybrid working is offered with minimum 3 days in the Cheltenham office and flexibility for remote days.
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Client Services Specialist (Hybrid) – Financial Planning in Cheltenham employer: Attivo
Attivo is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong focus on client service and transparency, the company fosters a supportive work culture where team members are encouraged to develop their skills and contribute to continuous improvement. Located in Cheltenham, Attivo offers flexible working arrangements, a generous benefits package, and a commitment to employee engagement, making it an ideal place for those seeking a meaningful career in financial planning.
