Client Support Administrator

Description

Title: Client Support Administrator

Location: Glasgow

Salary: £27,300

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

Please note: We appreciate your interest in joining interactive investor. We will do our utmost to respond to all applicants. However, due to the high volume of applications we’re currently receiving, if you have not heard from us within 30 days of your application, please consider your application unsuccessful on this occasion

Ad ID: 5416946170