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
Requirements
Prioritization & Planning: Demonstrated capability to prioritize tasks effectively under pressure, handling multiple deadlines with excellent organizational skills.
Interpersonal Skills: Strong interpersonal skills for fostering effective relationships and a history of successful performance in a financial planning setting.
Collaboration: Proven ability to work well in a collaborative, fast-paced team, ensuring smooth team operations.
