Client Services - Academy Opportunity

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 the Role:

As a Client Services Administrator within our Financial Adviser Academy, you'll gain hands-on experience in a growing independent financial planning business while studying towards the Diploma in Regulated Financial Planning, fully funded and supported by Attivo. This is an excellent opportunity to build a long-term career in financial services, with a clear pathway into roles such as a Paraplanner or Financial Planner. 

In this role, you will play a key part in building and maintaining strong relationships with Financial Planners and both existing and prospective clients. As one of the first points of contact for our clients, you'll deliver exceptional service, ensuring enquiries are handled efficiently and professionally. You'll support the coordination of client review meetings, manage key administrative processes, and gain exposure to all aspects of financial planning while developing the skills, experience and qualifications needed for a successful career in the profession. 

This is a 12-month fixed-term opportunity that will equip you with valuable industry experience, professional qualifications and the skills needed to pursue future career opportunities within financial planning.

About You:

We're looking for someone who is eager to build a long-term career in financial planning and is excited by the opportunity to learn, develop and gain professional qualifications. You'll be naturally inquisitive, with excellent communication skills and a genuine passion for delivering outstanding service. Whether you're a recent graduate or looking to take the next step in your career, you'll be motivated to learn, embrace new challenges and make the most of the development opportunities available through our Academy.

You'll be highly organised, able to manage a busy workload and maintain excellent attention to detail. A strong team player, you'll be comfortable building positive working relationships with colleagues, Financial Planners and clients alike. Most importantly, you'll be a fast learner who takes initiative, seeks out opportunities to develop new skills and is committed to achieving the Diploma in Regulated Financial Planning as part of our Academy programme.

This opportunity is available across our Cheltenham, London, Reading, Liverpool, Cardiff and Fareham offices. To support your development through our Academy programme, you'll spend a minimum of three days per week in your local office, giving you plenty of opportunities to learn from experienced colleagues and build your professional network.

Key Responsibilities Include:

• Ensuring that all enquiries are handled in an efficient and timely manner, delivering exceptional levels of customer service to all clients.


• Adherence to the requirements laid out by the FCA in terms of compliance, customer risk, and Treating Customers Fairly (TCF) principles. 


• Ensuring that all client interactions are documented accurately on Intelligent Office (iO) and adhere to GDPR.


• Work closely with other team members and Financial Planners to provide the best service to all new and existing clients. 


• Ensuring that all client activities are accurately recorded and updated on the system. 


• Proactively maintain an up-to-date knowledge of the Company processes and service offerings.

• Preparing and coordinating pre-meeting information and client documentation. 

• Supporting meeting bookings, client correspondence and administration activities throughout the client lifecycle. 

Essential Skills and Experience:

• Minimum of 5 GCSEs graded A-B (6), or equivalent, including Maths and English.


• Interested in studying Financial Planning qualifications.


• Must have the aspiration to become a Financial Planner or Paraplanner. 


• Excellent interpersonal, listening, numerical and IT skills.


• Excellent written and verbal communication skills. 


• Good organisational, time management, and caseload management skills. 


• Ability to work well under pressure while maintaining excellent attention to detail.


• Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365). 

• Able to handle sensitive and confidential information with discretion and professionalism.

Desirable Skills and Experience:

• 2:1 or above in a relevant degree in a subject such as Economics, Law, Finance, Maths, Banking and Finance. 


• Working towards Financial Planning qualifications.
  


• Experience working in Financial Services. 

Salary and benefits:

Starting salary £25,000.

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.


Please visit our website to view our full privacy policy for prospective employees.