Attivo

Client Services Administrator

Attivo

full-time

Posted on:

Location Type: Hybrid

Location: Cheltenham • 🇬🇧 United Kingdom

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Salary

💰 £25,000 - £32,000 per year

Job Level

Mid-LevelSenior

About the role

  • Foster and maintain strong relationships with existing and prospective clients
  • Be the first point of contact for clients, providing exceptional support
  • Manage inbound communications and assist with client inquiries
  • Facilitate the seamless transfer of business during acquisitions
  • Collaborate with Financial Planners to support annual client review meetings
  • Support various projects as required

Requirements

  • Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
  • Excellent interpersonal, listening, numerical and IT skills
  • Excellent written/verbal communication skills
  • Good organisational, time management, and caseload management skills
  • Ability to work well under pressure while maintaining excellent attention to detail.
  • Experience within Financial Planning or Wealth Management would be an advantage
  • A relevant degree, such as Economics, or Financial Services industry experience
  • An aspiration to become a Financial Planner or Paraplanner
  • Currently working towards your Diploma in Regulated Financial Planning (CII)
Benefits
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
GCSEsnumerical skillsIT skillsattention to detailFinancial PlanningWealth ManagementDiploma in Regulated Financial Planning
Soft skills
interpersonal skillslistening skillswritten communicationverbal communicationorganisational skillstime managementcaseload managementability to work under pressure