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- Tasks: Provide top-notch admin support to ensure clients receive the best service.
- Company: Join a leading financial planning firm with a focus on client success.
- Benefits: Competitive salary, flexible working hours, and opportunities for growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong organisational skills and a passion for customer service.
- Other info: Dynamic team environment with plenty of opportunities to learn and grow.
The predicted salary is between 30000 - 42000 £ per year.
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
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
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Client Support Administrator employer: Greenfix Property Care
Contact Detail:
Greenfix Property Care Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how they align with your skills. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine in front of the real interviewers.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills match the Client Support Administrator role. We want to see how you can contribute to our mission of delivering top-notch client experiences!
Showcase Your Organisational Skills: Since this role requires strong planning and organisational abilities, give examples in your application that demonstrate how you've effectively managed workloads and prioritised tasks in previous positions. We love a proactive approach!
Highlight Teamwork Experience: Collaboration is key in our fast-paced environment. Share instances where you've worked well with others to achieve common goals. We’re all about supporting each other at StudySmarter!
Apply Through Our Website: We encourage you to submit your application through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Greenfix Property Care
✨Know the Company Inside Out
Before your interview, take some time to research abrdn Financial Planning & Advice Ltd. Understand their values, services, and what sets them apart in the financial planning sector. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Showcase Your Organisational Skills
As a Client Support Administrator, you'll need to juggle multiple tasks. Be prepared to discuss specific examples of how you've successfully managed your workload in the past. Highlight any tools or methods you use to stay organised and ensure deadlines are met.
✨Demonstrate Your Interpersonal Skills
Strong interpersonal skills are crucial for this role. Think of instances where you've built effective relationships with clients or colleagues. Be ready to share these experiences during the interview to illustrate your ability to communicate and collaborate effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life situations in a fast-paced environment. Practice responses to scenarios like managing client enquiries or prioritising tasks under pressure. This will help you demonstrate your problem-solving abilities and adaptability.
