Georgia McCool
Cheltenham,Gloucestershire
Summary
Accomplished professional with expertise in client relationship management and financial planning support, adept at enhancing client service through effective case management and pension & investment administration. Proven track record in provider liaison and stakeholder management, ensuring regulatory compliance while driving process improvement initiatives. Skilled in team leadership and office administration, leveraging intelligent office systems and spreadsheet maintenance to optimise management information delivery. Career focus on advancing strategic goals within the financial services sector.
Overview
7
7
years of professional experience
Work history
Senior Client Services Administrator
Attivo
2026.03 - 2026.06
- Act as primary day-to-day point of contact for clients, Financial Planners, and providers, delivering high standards of client service and building strong professional relationships.
- Take ownership of end-to-end client journeys, coordinating activity across Financial Planners, Central Administration, and Paraplanning teams.
- Manage client servicing activities across pensions, investments, and protection arrangements, ensuring timely implementation of recommendations and ongoing servicing requirements.
- Coordinate annual reviews, client meetings, and prepare valuations, meeting documentation, and supporting information for Financial Planners.
- Monitor and progress service cases and workflows from initiation to completion, providing regular updates and escalating issues as needed.
- Liaise effectively with pension providers, investment platforms, and internal departments to achieve excellent client outcomes and meet service commitments.
- Maintain accurate client records, audit trails, and tasks within Intelligent Office (iO).
- Support advisers in managing client pipelines, expectations, and delivery of service standards.
- Contribute to business projects and change initiatives, supporting process improvements, system enhancements, data reviews, and operational efficiencies across the financial planning function.
Team Leader
Attivo
2025.01 - 2026.02
- Led and supported a client services team in a financial planning environment, managing workflow allocation and monitoring service standards.
- Provided coaching, mentoring, and support to team members while acting as escalation point for complex queries.
- Contributed to operational improvements and enhanced service delivery across the team.
- Managed reporting, MI production, and data analysis to monitor team performance, identify trends, and support management decision-making.
Business Administration Apprentice
Attivo
2023.03 - 2024.12
- Completed Level 3 Business Administration Apprenticeship while gaining hands-on experience in financial planning administration and client servicing.
- Developed a strong understanding of business operations by progressing through a range of administrative functions, beginning within the post and document management team.
- Built a broad knowledge of internal processes, client servicing, and financial planning support through hands-on experience across the business.
- Additional Information
Lifeguard
Leisure@Cheltenham
2019.09 - 2023.02
- Maintained a safe environment for customers by continuously monitoring pool activities and responding appropriately to incidents and emergencies.
- Conducted poolside inspections and safety checks, identifying potential hazards to enhance safety protocols.
- Carried out risk assessments and followed health and safety procedures to ensure compliance with operational standards.
- Demonstrated vigilance, decision-making, and the ability to remain calm under pressure in a fast-paced environment.
- Collaborated with colleagues to streamline day-to-day operations and ensure prompt incident management.
- Provided customer service by assisting members of the public with queries, fostering a welcoming environment.
- Maintained accurate records of inspections, incidents, and operational checks.
- Completed routine cleaning, maintenance, and housekeeping duties to maintain high standards across the facility.
Education
Certificate of Higher Education (CertHE) -
University of Gloucestershire
Level 3 Business Administration Apprenticeship -
Gloucestershire College
GloucesterLevel 3 Early Years Education - undefined
Gloucestershire College
GCSEs -
Cheltenham Bournside School
Skills
- Client Relationship Management
- Client Service
- Financial Planning Support
- Case Management
- Pension & Investment Administration
- Provider Liaison
- Stakeholder Management
- Regulatory Compliance
- Management Information (MI)
- Process Improvement
- Team Leadership
- Intelligent Office (iO)
- Spreadsheet creation and maintenance
- Telephone etiquette
- Office administration
References
Available upon request
Systems & Platforms
Intelligent Office (iO), Multiple pension and investment provider platforms, Full Microsoft Office Suite
Availability
Immediate
Timeline
Senior Client Services Administrator
Attivo
2026.03 - 2026.06
Team Leader
Attivo
2025.01 - 2026.02
Business Administration Apprentice
Attivo
2023.03 - 2024.12
Lifeguard
Leisure@Cheltenham
2019.09 - 2023.02
Level 3 Early Years Education - undefined
Gloucestershire College
Certificate of Higher Education (CertHE) -
University of Gloucestershire
Level 3 Business Administration Apprenticeship -
Gloucestershire College
GCSEs -
Cheltenham Bournside School