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- Tasks: Support Planners and Paraplanners with high-level admin tasks for an exceptional client experience.
- Company: Join abrdn Financial Planning & Advice Ltd, part of interactive investor, trusted by over 420,000 clients.
- Benefits: Enjoy a collaborative work environment, flexible hours, and opportunities for personal growth.
- Why this job: Be part of a team that values client success and embraces change in a dynamic financial landscape.
- Qualifications: Strong interpersonal skills, MS Office proficiency, and the ability to thrive under pressure are essential.
- Other info: Ideal for high school and college students looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
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.
SKILLS & EXPERIENCE REQUIRED:
- Working with the Client Support Team Leader to ensure all Client Support activities adhere to 1825 policies and meet agreed standards and timescales in terms of quality and time.
- Responsibilities include (but are not limited to) basic report writing, preparing client documentation, client enquiries, reception and office duties where required, 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.
- 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.
- Proven ability to prioritise work effectively, work under pressure and to strict deadlines.
- Work to a consistently high professional standard and level of accuracy.
- Strong interpersonal skills, as well as a track record of successful delivery in a financial planning business.
- Strong planning and organisational skills to ensure activities are aligned to business priorities.
- Proven ability to work collaboratively in a fast-paced team to ensure the smooth running the team and company as a whole.
- Excellent knowledge and experience of MS Office Products.
Client Support Administrator employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry and the specific services offered by abrdn Financial Planning & Advice Ltd. Understanding their approach to client support will help you demonstrate your alignment with their values during any discussions.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've effectively managed multiple tasks or projects in previous roles. This will highlight your ability to prioritise and work under pressure, which is crucial for the Client Support Administrator position.
✨Tip Number 3
Network with current or former employees of abrdn Financial Planning & Advice Ltd on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage in your conversations.
✨Tip Number 4
Prepare to discuss how you would handle challenging client situations. Think of specific examples where you've successfully resolved issues or improved client experiences, as this will demonstrate your commitment to excellent service.
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Support Administrator position. Understand the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that match the requirements of the role. Emphasise your administrative support experience, client service skills, and any familiarity with financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you have successfully managed client relationships or improved processes in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Support Administrator role.
How to prepare for a job interview at Interactive Investor
✨Showcase Your Organisational Skills
As a Client Support Administrator, you'll need to demonstrate your ability to prioritise and manage multiple tasks. Be prepared to discuss specific examples from your past experiences where you successfully organised your workload to meet tight deadlines.
✨Emphasise Team Collaboration
This role requires working closely with Planners and Paraplanners. Highlight your experience in collaborative environments and how you've supported colleagues in achieving common goals. Share instances where teamwork led to improved client outcomes.
✨Demonstrate Client-Centric Mindset
Since the company focuses on delivering excellent client experiences, be ready to explain how you've previously ensured client satisfaction. Discuss any feedback you've received from clients and how you used it to improve service delivery.
✨Prepare for Change Management Questions
The role involves embracing change and supporting your team leader in implementing new processes. Think of examples where you've adapted to changes in your work environment and how you helped others adjust as well.
