Client Support Administrator

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 position is required to be 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 Consultants 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 announce that we have officially become 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.