At a Glance
- Tasks: Support clients and advisers while managing complex financial cases.
- Company: Reputable financial planning firm with a strong team culture.
- Benefits: 28 days holiday, pension scheme, health plan, and hybrid working.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in client services.
- Qualifications: 5 years in financial services administration with strong communication skills.
The predicted salary is between 38000 - 38000 £ per year.
We’re delighted to be supporting a highly professional and well-established financial planning firm in their search for a Senior Client Services Administrator to join their growing team. This business is known for delivering a first-class, highly personalised service to clients and operates with a strong, team-focused culture behind the scenes. The successful candidate will play a key role in ensuring the client journey runs smoothly, while also acting as a senior figure within the administration function and a point of support for the wider team. This is an excellent opportunity for an experienced wealth management or IFA administrator who enjoys working with complex cases, supporting advisers and paraplanners, and contributing to continuous improvement within a high-quality, regulated environment.
Duties will include (but are not limited to):
- Acting as a senior point of contact for clients, advisers, paraplanners, and third-party providers
- Processing complex cases including investments, pensions, trusts, and IHT-related planning
- Supporting advisers and paraplanners with day-to-day administration
- Managing your own caseload efficiently, ensuring work is completed accurately
- Assisting with workflow management and allocation of tasks across the team
- Supporting and coaching junior administrators where required
- Preparing and issuing client correspondence and documentation
- Maintaining accurate client records and ensuring data integrity
- Assisting with MI reporting and process improvements alongside the Client Services Manager
Benefits:
- 28 days holiday (plus bank holidays)
- Pension scheme
- Health Plan
- 4 x DIS
- Hybrid working past probation
Skills and experience required:
- Circa 5 years experience in a financial services / wealth management administration role
- Understanding of IO income reconciliation and complaint handling
- Strong technical understanding of pensions, investments, and related products
- High attention to detail and strong organisational skills
- Confident communicator, both written and verbal
- Comfortable acting as a senior support and escalation point within a team
- Good working knowledge of Microsoft Office and financial services systems
- Strong understanding of compliance and regulated environments
If you’re looking to take the next step into a senior-level administration role within a firm where client service and team development are genuinely valued, this could be an excellent opportunity.
Senior Administrator in Somerset employer: Recruit UK
Join a highly regarded financial planning firm in Taunton, where you will be part of a supportive and collaborative team dedicated to delivering exceptional client service. With a strong focus on employee growth, you will have the opportunity to mentor junior staff while enjoying benefits such as 28 days holiday, a health plan, and hybrid working options. This role not only offers a competitive salary but also a chance to thrive in a dynamic environment that values continuous improvement and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator in Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Senior Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Since this role is all about delivering a first-class service, think about how you can demonstrate your commitment to client satisfaction and teamwork during your chat with them.
✨Tip Number 3
Showcase your experience with complex cases! Be ready to discuss specific examples from your past roles that highlight your skills in managing investments, pensions, and trusts. This will help you stand out as a strong candidate for the position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Administrator in Somerset
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience in financial services and any specific achievements that showcase your ability to manage complex cases.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Client Administrator role. Mention your passion for client service and how you can contribute to the team-focused culture at the firm.
Showcase Your Attention to Detail:In a role where accuracy is key, demonstrate your attention to detail in your application. Double-check for typos and ensure all information is correct. This will show us that you take pride in your work!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity. Don’t miss out!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially pensions and investments. Being able to discuss complex cases confidently will show that you're the right fit for a senior role.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed caseloads or supported advisers. This will help demonstrate your ability to handle the responsibilities outlined in the job description.
✨Communicate Clearly
As a Senior Client Administrator, you'll need to be a confident communicator. Practice articulating your thoughts clearly and concisely, both verbally and in writing, to showcase your communication skills during the interview.
✨Emphasise Teamwork
Since this role involves supporting and coaching junior administrators, be ready to discuss how you've contributed to team success in the past. Highlight any experiences where you've fostered a collaborative environment or improved processes.
