At a Glance
- Tasks: Manage client enquiries and support Financial Planners for exceptional service.
- Company: Attivo, a trusted and transparent financial planning firm.
- Benefits: Competitive salary, supportive team environment, and career development opportunities.
- Other info: Based in Cheltenham with a focus on operational excellence.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in client services and strong organisational skills.
The predicted salary is between 29700 - 36300 £ per year.
Attivo are Lifestyle Financial Planners, a privately owned firm delivering transparent and trusted financial planning.
We seek a Senior Client Services Administrator to join the Cheltenham-based Client Services team, handling LOAs, client enquiries, data changes and pre-meeting prep with accuracy and efficiency.
You will work closely with Financial Planners and support teams to ensure an exceptional client experience and drive operational excellence across the business.
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Senior Client Services Specialist - Financial Planning in Fareham 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.
