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Client Support Administrator, Financial Planning

3 months ago

Manchester, United Kingdom abrdn Full time

Job Description

abrdn plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders.

Our strategy is to build a vibrant and value-creating purpose-led organisation, with the current and future needs of our stakeholders at the heart of all we do.

Everything we do at abrdn Financial Planning 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 to helping our clients achieve their goals.

We have an excellent opportunity for a Client Support Administrator to join our Manchester office. This role will be based in the office 5 days per week.

The Client Support team is responsible for the quality and timely delivery of high level administrative support for Financial Planners and Paraplanners to ensure a great client experience and service.

Key Outputs:

Working with the Client Support Team Leader to ensure all Client Support activities adhere to policies and meet agreed standards and timescales in terms of quality and time.

Preparing client documentation, client enquiries, mail and office duties, processing client applications and instructions, and record keeping.

Ensure any business obtained is being processed and submitted compliantly and in a timely manner within defined business processes.

Prioritise and plan own workload and be proactive.

Identify areas for improvement to maximise efficiency and effectively maintain an excellent client experience.

Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships.

Problem Solving:

Effective management and ability to maintain excellent client service and delivery while meeting simultaneous demands.

Embrace change and support Client Support Team Leader in implementing change.

Responding flexibly, quickly and effectively to constantly shifting priorities within a highly pressured environment

Maintain effective relationships with colleagues, clients and third parties.

Being rigorously planned and organised to ensure demanding targets are achieved.

To be successful in this role you will need (minimum experience/requirements):

Proven administrative experience within the Financial Services industry

An ability to prioritise work effectively, work under pressure and to strict deadlines.

Can work to a consistently high professional standard and level of accuracy.

Strong planning and organisational skills to ensure activities are aligned to business priorities.

An ability to work collaboratively in a fast paced team to ensure the smooth running the team and company as a whole.

Good knowledge and experience of MS Office Products.

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to submit an application to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.