Wealth Management CRM Support Associate (Early Careers 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 You: 

This role would suit someone looking to build a career in business systems and technology, whether through professional experience or academic study. The role would also suit individuals currently working in wealth management support, client services, administration or operations who are looking to transition into a more technical, systems-focused career.  

You enjoy learning new technologies, understanding how systems work and helping others solve problems. Naturally curious, organised and detail-oriented, you take a customer-focused approach and are keen to continuously develop your knowledge and skills. 

We are particularly interested in candidates who can demonstrate strong problem-solving skills, an aptitude for technology and a desire to learn new business applications and processes. You will gain exposure to business systems, application support, system integrations and emerging technologies, including Microsoft Power Platform and AI-enabled solutions, providing a strong foundation for a career in application analysis, business systems, automation and continuous improvement. 

You may be an early-career professional with a degree (or be working towards one) in a relevant field such as: 

• Business Information Systems / Management Information Systems 

• Computer Science 

• Information Technology 

• Software Engineering 

• Data Analytics or Data Science 

• Business Management with a technology focus 

• Finance or Economics with a strong interest in technology and business systems 

The role will be based in our Cheltenham head office, and offers hybrid working.

Key Responsibilities Include:

• Provide first-line support to users by answering questions and resolving application-related issues. 

• Guide users on how to use business systems and follow the correct processes. 

• Manage user accounts and system access, including liaising with third-party suppliers where . 

• Investigate, troubleshoot and escalate more complex issues to senior team members where appropriate. 

• Monitor, prioritise and maintain support tickets, ensuring users receive regular updates. 

• Support system administration activities and help maintain data accuracy and integrity. 

• Work with the wider Applications team to test system changes and new functionality. 

• Assist in maintaining support documentation, user guides and knowledge articles. 

• Build strong working relationships across the business to understand user needs and improve system adoption. 

• Contribute to continuous improvement initiatives, including automation and process enhancement projects. 

• Develop an understanding of business systems, integrations and emerging technologies. 

Essential Skills and Experience: 

• Degree-level education or equivalent experience 

• Strong interest in technology, systems and process improvement 

• Excellent analytical and problem-solving skills 

• Strong communication and interpersonal skills 

• Ability to learn new applications and business processes quickly 

• Strong attention to detail and organisational skills 

• Customer service focused 

• Ability to work independently and as part of a collaborative team 

• Proactive approach and willingness to take ownership of tasks 

Desirable Skills and Experience:

• Placement year, internship or work experience in technology, systems or financial services 

• Experience using business applications, CRM systems or databases 

• Awareness of Microsoft Power Platform, including Power Automate 

• Knowledge of financial services or wealth management 

• Interest in automation, AI and emerging technologies 

• Understanding of business processes and process mapping 
  

Salary and benefits:

Depending on experience

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.

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