Client Services Admin – Financial Planning Academy

Attivo is recruiting a Client Services Administrator for the Financial Adviser Academy in the UK. You will gain hands-on experience while studying towards the Diploma in Regulated Financial Planning, fully funded by Attivo, offering a clear pathway into Paraplanner or Financial Planner roles.

You’ll build strong relationships with Financial Planners and clients, deliver exceptional service as a first contact, and support meetings, documentation and admin throughout the client lifecycle.

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