Client Support Administrator

TN United Kingdom; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Client Support team member to enhance client experience through high-level administrative support. This role involves managing client documentation, responding to inquiries, and ensuring compliance with policies. The ideal candidate will thrive in a fast-paced environment, possess excellent organizational skills, and demonstrate a commitment to delivering exceptional client service. Join a forward-thinking company that values collaboration and efficiency, and be part of a team that is dedicated to helping clients achieve their financial goals.

Qualifications

• Experience in providing high-level administrative support.
• Strong interpersonal skills and a track record in financial planning.

Responsibilities

• Deliver high-quality administrative support to Planners and Paraplanners.
• Handle client inquiries and maintain effective relationships.

Skills

Administrative Support

Client Relationship Management

Report Writing

MS Office Proficiency

Organizational Skills

Interpersonal Skills

Job description

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Company Overview

Everything we do at abrdn Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals.

abrdn Financial Planning & Advice Ltd now forms part of interactive investor.

ii has been investing in our customers’ success for almost 30 years. That’s why over 420,000 people put their trust in our award-winning investment platform.

With a low, flat monthly fee, you can keep more of what you make and take control of your financial future. Whether you’re investing in an ISA, pension, or Trading Account, you have access to one of the widest ranges of investments on the market - including shares, funds, trusts and ETFs.

Lean on our award-winning, UK-based customer service team if you ever need help. And if you’re looking for investment inspiration, you can look to our expert team of journalists and their regular news and insights.

Purpose of the Role

A member of the Client Support team with responsibility for the quality and timely delivery of high-level administrative support for Planners and Paraplanners to ensure great client experience and service. This role involves working within the general servicing, including the mail function for all locations.

Skills & Experience Required

• Work with the Client Support Team Leader to ensure all Client Support activities adhere to 1825 policies and meet standards and timescales in quality and timeliness.
• Responsibilities include report writing, preparing client documentation, handling client enquiries, reception and office duties, processing client applications and instructions, and record keeping.
• Ensure business obtained is processed and submitted compliantly and timely within business processes.
• Prioritise and plan workload proactively.
• Identify areas for improvement to maximise efficiency and maintain excellent client experience.
• Collaborate effectively with colleagues to support and assist, maintaining good relationships.
• Manage and deliver excellent client service while handling multiple demands.
• Support and embrace change, assisting in implementation.
• Respond flexibly to shifting priorities in a high-pressure environment.
• Maintain effective relationships with colleagues, clients, and third parties.
• Be well-organised to meet demanding targets.
• Prioritise work effectively, work under pressure, and meet deadlines.
• Work to high standards of professionalism and accuracy.
• Possess strong interpersonal skills and a successful track record in financial planning.
• Have strong planning and organisational skills aligned with business priorities.
• Work collaboratively in a fast-paced team environment.
• Have excellent knowledge of MS Office products.