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Attivo

Senior Client Services Administrator

Attivo

Senior Client Services Administrator supporting bespoke financial planning clients at Attivo. Managing complex administration, client queries, lifecycle processes and team quality improvement.

Posted 8/20/2026full-timeCheltenham • 🇬🇧 United KingdomSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client lifecycle processes and administrative support within a Financial Planning environment, with a strong focus on operational excellence and continuous improvement. Proficient in managing client interactions and documentation while maintaining confidentiality and professionalism.

Highest-signal resume keywords
Client Lifecycle ManagementFinancial Planning ExperienceMicrosoft Office ProficiencyCRM System UsageOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Client Services AdministrationData ManagementQuality ChecksProcess DocumentationProblem-Solving
Soft Skills
EmpathyProfessionalismWritten CommunicationCoachingAttention to Detail
Tools & Technologies
Microsoft Office 365Intelligent Office
Certifications & Qualifications
Financial Planning Qualifications
Industry Keywords
Regulated EnvironmentClient RetentionLetters of AuthorityOperational ImprovementConfidential Information Handling

About the role

Key responsibilities & impact
  • Deliver all Client Services Administrator duties to a consistently high standard
  • Act as a subject matter expert for key client lifecycle processes, including Letters of Authority (LOAs), data updates, existing policy schedules, client retention, reallocations and offboarding activities
  • Handle complex and escalated client queries professionally and efficiently
  • Support colleagues with procedural guidance and best practice
  • Assist with onboarding, training and mentoring of new starters
  • Contribute to training materials, guides and process documentation
  • Perform quality checks on administrative output and identify trends or areas for improvement
  • Manage complex information gathering, provider chases and detailed client cases
  • Support operational improvement initiatives and project work across the department
  • Provide cover for colleagues and support the Team Leader during peak periods
  • Prepare and coordinate pre-meeting information and client documentation
  • Support meeting bookings, client correspondence and administration throughout the client lifecycle
  • Work closely with Financial Planners, support teams and key stakeholders to deliver an exceptional client experience and operational excellence

Requirements

What you’ll need
  • Previous experience within a Financial Planning or regulated environment
  • Excellent organisational skills and high attention to detail
  • Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365)
  • Confident in handling varied client interactions, with empathy and professionalism
  • Strong written communication skills, with the ability to produce well-presented documents
  • Capable of managing multiple tasks and prioritising workload effectively
  • Able to handle sensitive and confidential information with discretion and professionalism
  • Working towards, or interested in studying, Financial Planning qualifications
  • Previous experience supporting or coaching colleagues
  • Ability to identify inefficiencies and support continuous improvement
  • Strong problem-solving mindset and confidence handling escalated client queries
  • Competency using CRM systems, preferably Intelligent Office
  • A minimum of 5 GCSEs at Grade A-B (or equivalent) including Maths and English
  • Any offer of employment subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA), potentially including adverse financial history, criminal records, UK directorship and disqualifications checks

Benefits

Comp & perks
  • 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