At a Glance
- Tasks: Provide first-line support and help users navigate business systems.
- Company: Join Attivo, a lifestyle financial planning company focused on client trust and transparency.
- Benefits: Enjoy a non-contributory pension, private medical insurance, and flexible working options.
- Other info: Gain exposure to emerging technologies like AI and Microsoft Power Platform.
- Why this job: Kickstart your career in tech while making a real difference in clients' financial journeys.
- Qualifications: Degree-level education or relevant experience with a strong interest in technology and systems.
The predicted salary is between 25000 - 30000 £ 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 You
This role would suit someone looking to build a career in business systems and technology, whether through professional experience or academic study.
The role would also suit individuals currently working in wealth management support, client services, administration or operations who are looking to transition into a more technical, systems-focused career.
You enjoy learning new technologies, understanding how systems work and helping others solve problems.
Naturally curious, organised and detail-oriented, you take a customer-focused approach and are keen to continuously develop your knowledge and skills.
We are particularly interested in candidates who can demonstrate strong problem-solving skills, an aptitude for technology and a desire to learn new business applications and processes.
You will gain exposure to business systems, application support, system integrations and emerging technologies, including Microsoft Power Platform and AI-enabled solutions, providing a strong foundation for a career in application analysis, business systems, automation and continuous improvement.
You may be an early-career professional with a degree (or be working towards one) in a relevant field such as:
- Business Information Systems / Management Information Systems
- Computer Science
- Information Technology
- Software Engineering
- Data Analytics or Data Science
- Business Management with a technology focus
- Finance or Economics with a strong interest in technology and business systems
The role will be based in our Cheltenham head office, and offers hybrid working.
Key Responsibilities Include
- Provide first-line support to users by answering questions and resolving application-related issues.
- Guide users on how to use business systems and follow the correct processes.
- Manage user accounts and system access, including liaising with third-party suppliers where required.
- Investigate, troubleshoot and escalate more complex issues to senior team members where appropriate.
- Monitor, prioritise and maintain support tickets, ensuring users receive regular updates.
- Support system administration activities and help maintain data accuracy and integrity.
- Work with the wider Applications team to test system changes and new functionality.
- Assist in maintaining support documentation, user guides and knowledge articles.
- Build strong working relationships across the business to understand user needs and improve system adoption.
- Contribute to continuous improvement initiatives, including automation and process enhancement projects.
- Develop an understanding of business systems, integrations and emerging technologies.
Essential Skills And Experience
- Degree-level education or equivalent experience
- Strong interest in technology, systems and process improvement
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to learn new applications and business processes quickly
- Strong attention to detail and organisational skills
- Customer service focused
- Ability to work independently and as part of a collaborative team
- Proactive approach and willingness to take ownership of tasks
Desirable Skills And Experience
- Placement year, internship or work experience in technology, systems or financial services
- Experience using business applications, CRM systems or databases
- Awareness of Microsoft Power Platform, including Power Automate
- Knowledge of financial services or wealth management
- Interest in automation, AI and emerging technologies
- Understanding of business processes and process mapping
Salary And Benefits
- Depending on experience
- 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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Wealth Management CRM Support Associate (Early Careers 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 Wealth Management CRM Support Associate (Early Careers Opportunity) in Cheltenham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Wealth Management CRM Support Associate (Early Careers Opportunity) in Cheltenham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Attivo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Attivo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Attivo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Attivo.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Attivo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
