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- Tasks: Be the go-to person for clients and improve processes in a dynamic team.
- Company: Award-winning IFA known for its ambitious and supportive culture.
- Benefits: Competitive salary, flexible working, and opportunities for career growth.
- Why this job: Make a real impact by enhancing client services and mentoring others.
- Qualifications: 5+ years in IFA administration with strong knowledge of financial products.
- Other info: Join a growing team where your ideas can lead to meaningful change.
The predicted salary is between 30000 - 42000 £ per year.
An award winning and well known IFA is seeking a 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!
Senior Client Services Administrator in Taunton employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Administrator in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in client services. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to client services and financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! During interviews, highlight your experience with complex financial planning and your ability to mentor others. Use specific examples to demonstrate how you've improved processes in previous roles.
✨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 are proactive and engaged with our platform.
We think you need these skills to ace Senior Client Services Administrator in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Client Services Administrator role. Highlight your experience in IFA administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past roles to show how you've improved processes or mentored others. This will help us see how you fit into our ambitious and growing team.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Make sure to communicate your key achievements and experiences without unnecessary fluff!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Tate Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and IHT planning. Familiarise yourself with the FCA regulations, especially TCF and Consumer Duty, as these will likely come up in conversation.
✨Showcase Your Experience
Be ready to discuss your previous roles in IFA administration. Highlight specific examples where you've improved processes or mentored junior staff, as this aligns perfectly with what they’re looking for.
✨Prepare for Complex Scenarios
Since you'll be processing complex financial planning recommendations, think about how you would handle various scenarios. Prepare to explain your thought process and decision-making skills during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s current workflows and how they envision the role evolving. This shows your interest in continuous improvement and that you’re keen to contribute positively to their team.
