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- Tasks: Support financial advisers and manage client communications with precision.
- Company: Join a forward-thinking team in Taunton, dedicated to exceptional client service.
- Benefits: Enjoy hybrid working, flexible hours, and a supportive culture.
- Why this job: Be the organisational backbone of a busy team and make a real impact.
- Qualifications: 3+ years in a client-facing admin role; strong interpersonal and organisational skills required.
- Other info: This is a full-time, permanent position with a salary range of £28,000 - £32,000.
The predicted salary is between 24000 - 32000 £ per year.
Role: Senior Client Services Administrator
Salary: Up to £39,000 based on experience
Working Pattern: Full time role, 9 to 5pm, 3 days in the office 2 from home after training
An award winning and well known IFA is seeking a Senior Client Services Administrator to join their growing team. This role will be a senior point of contact for the business that 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.
- 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.
- Advanced use of platforms, CRM systems, investment administration tools, Excel and Word.
Must have requirements:
- Extensive IFA administration within an independent financial advisory.
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!
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Client Services Administrator employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding the basics of financial advising and paraplanning will help you communicate effectively with advisers and clients, showcasing your proactive approach.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. This will demonstrate your ability to be the backbone of a busy team.
✨Tip Number 3
Practice your communication skills. As the first point of contact for enquiries, being articulate and confident in your interactions is crucial. Consider role-playing scenarios with a friend to refine your approach.
✨Tip Number 4
Research our company culture and values. Understanding what we stand for will allow you to align your responses during interviews, showing that you're not just a fit for the role but also for our team.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing administrative roles. Emphasise your interpersonal and organisational skills, as well as any specific achievements that demonstrate your ability to deliver exceptional client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your proactive approach. Mention specific examples from your past experiences that align with the responsibilities of the Client Services Administrator role.
Highlight Relevant Skills: In your application, clearly outline your skills that match the job description, such as diary management, communication, and problem-solving. Use keywords from the job listing to ensure your application stands out.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Tate Recruitment
✨Showcase Your Client Service Skills
Prepare examples from your past experiences that highlight your ability to deliver exceptional client service. Be ready to discuss how you handled challenging situations and maintained professionalism under pressure.
✨Demonstrate Organisational Abilities
Since the role involves managing diaries and coordinating meetings, be prepared to talk about your organisational skills. Share specific methods or tools you use to stay organised and ensure tasks are completed efficiently.
✨Exhibit a Proactive Attitude
The ideal candidate is someone who takes initiative. During the interview, express your willingness to go above and beyond in your role. Discuss instances where you took the lead on a project or solved a problem without being prompted.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.