Client Support Administrator, Financial Planning - Glasgow, United Kingdom - 1825

1825

Verified Company

Glasgow, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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 stake holders 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 Client Support Administrators to join our Glasgow office.

The Client Support team are 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.
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.

What we're looking for:

Proven administrative experience within a wealth management or financial planning business
An ability to prioritise work effectively, work under pressure and to strict deadlines.
Work to a consistently high professional standard and level of accuracy.
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 Intelligent Office and MS Office Products.
SVQ In Business Administration (preferred)

Our benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

Our business

Enabling our clients to be better investors drives everything we do.

Our business is structured around three distinct areas - our vectors of growth - focused on our clients' changing needs.

An inclusive way of working

Whatever way you like to work, if you have the talent and commitment to join our team, we'd like to hear from you.

At abrdn we've adopted a 'blended working' approach.

This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home.

It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.

An inclusive culture

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.