Corporate Benefits Administrator – Cheltenham 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 fulfilment of 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: We’re looking for a proactive and highly organised Corporate Benefits Administrator to support our growing Corporate team. This is a varied and rewarding role where you’ll help deliver a wide range of services including payroll, group pensions, and employee benefits administration. You’ll work closely with Advisers, clients, and providers to ensure smooth and compliant processing of tasks and communications. From preparing pension assessments to supporting new business onboarding and client payrolls, you’ll play a key role in delivering high-quality outcomes and a first-class client experience. You’ll be part of a collaborative, client-focused team and have the opportunity to support national clients while based in one of our regional offices. About you: You’re methodical, motivated, and ready to take ownership of your workload. You work well under pressure and bring exceptional attention to detail to everything you do. You're naturally curious and thrive in a busy, professional environment where you can continue developing your technical knowledge. You have strong communication skills and enjoy liaising with clients and providers to get things done. You have experience working in Financial Services, ideally with exposure to corporate services such as group pensions, auto-enrolment, and payroll. You want to work for a company that supports your growth and values your contribution, and you’re ready to bring energy and professionalism to everything you do. Key Responsibilities include: Supporting group pension scheme administration, including scheme assessments and provider submissions Liaising with clients, scheme members, and providers to manage queries and resolve issues efficiently Assisting with the onboarding of new corporate clients, including group protection, PMI, and other benefit schemes Maintaining accurate records, updating internal systems, and supporting the wider Corporate team with day-to-day operations Preparing meeting packs, coordinating diaries, and ensuring tasks are completed to agreed timelines Providing a high level of customer service and acting as a key point of contact for auto-enrolment clients Escalating issues where needed and proactively managing your personal workload and communication Essential skills and experience: 5 GCSEs at grades A–B (or 6 and above), including Maths and English Demonstrable experience in Financial Services, with a strong understanding of regulated administration Hands-on experience with group pension schemes and employee benefits Familiarity with auto-enrolment, payroll-linked services, and provider communications Strong written and verbal communication skills, with the ability to manage internal and external relationships professionally Excellent organisation and time management skills with the ability to prioritise effectively A high level of accuracy and attention to detail Desirable skills and experience: Diploma in Regulated Financial Planning or a willingness to study Knowledge of corporate protection and PMI schemes Experience of using IO, Xero or payroll platforms Salary and benefits: Negotiable dependi ng on experience and qualifications. Attivo also offers: Non-contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office 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 is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. 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