Client Services Administrator
$32,000–$32,000 year
HybridCheltenham, England, United Kingdom
Job Summary
Manage inbound communications and handle client inquiries efficiently while ensuring all interactions are documented accurately on Intelligent Office in compliance with GDPR and FCA principles. Support Financial Planners by arranging annual client review meetings, facilitating business transfers during acquisitions, and identifying new business opportunities using knowledge of Attivo Group products. Maintain up-to-date records of all activities and business processes to ensure seamless service delivery for both private and corporate clients. Based at the Cheltenham Office three days per week with flexible remote options, this role requires strong organizational skills and attention to detail within a transparent, client-focused environment.
Required Qualifications
- 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
- The successful candidate will need to be based at our Cheltenham Office a minimum of 3 days per week, with the option to work remotely the remaining days
Desired Qualifications
- 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)
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