Client Services Administrator - Academy Path to Financial Planner

Attivo Group in Cheltenham, London, Reading, Liverpool, Cardiff and Fareham is seeking a Client Services Administrator for our Financial Adviser Academy. You will gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, with a clear pathway to Paraplanner or Financial Planner roles.

You'll build relationships with Financial Planners and clients, provide exceptional service as a first point of contact, and support meetings and admin