Senior Client Services Administrator

Role:
Senior Client Services Administrator

Salary:
Up to £38,000 based on experience

Working Pattern:
Full time role, 9 to 5pm, 3 days in the office 2 from home after training

Location:

Taunton

An award winning and well know IFA is seeking Senior Client Services Administrator to join their ambitious and growing team. Be a pivotal senior point of contact who improves processes, safeguards data integrity and supports continuous improvement in a regulated environment.

Your main responsibilities will include:

Act as a senior point of contact for Clients Advisers, the Client Services Team, paraplanners and providers.
Process complex financial planning recommendations including DGTs VCTs ETFs IHT planning and Loan Trusts.
Provide MI reports to management and manage caseloads to quality and SLA.
Design document and implement improved workflows with the Client Services Manager.
Allocate tasks, monitor workloads and ensure clear accurate professional communication.
Mentor coach and train junior administrators.

Skills / experience:

All round knowledge of pensions investments protection IHT and Trusts.
Understanding of FCA regulations including TCF and Consumer Duty.
Advanced use of platforms CRM systems investment administration tools Excel and Word.

Must have requirements:

5 years plus IFA administration within an independent financial advisory
IO system experience
Ability to prepare review and interpret MI reports

This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to create change and improve processes! If this is what you are looking for, please apply!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application