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For Companies At a Glance
- Tasks: Lead client interactions and streamline financial planning processes.
- Company: Join Tate, a company committed to equal opportunities and career growth.
- Benefits: Competitive salary, flexible working, and mentorship opportunities.
- Why this job: Make a real impact by improving processes and mentoring others.
- Qualifications: 5+ years in IFA administration with strong knowledge of financial products.
- Other info: Dynamic role with potential for career advancement and personal development.
The predicted salary is between 32000 - 42000 £ per year.
Overview
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
Responsibilities
- 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 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.
Senior Client Services Administrator in Bath employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Administrator in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Senior Client Services Administrator role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company, understand their values, and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think about how you can showcase your knowledge of pensions, investments, and FCA regulations.
✨Tip Number 3
Show off your skills! During interviews, don’t just talk about your experience—bring examples of MI reports you've prepared or workflows you've improved. This will demonstrate your hands-on expertise and make you stand out as a candidate.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to connect with you right away. Plus, it’s the best way to ensure you’re considered for the role!
We think you need these skills to ace Senior Client Services Administrator in Bath
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 your unique expertise to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your experience with financial planning recommendations and how you've improved processes in previous roles. We love a good story!
Showcase Your Skills: Don’t forget to showcase your skills in using platforms, CRM systems, and Excel. Mention any advanced tools you’ve used and how they’ve helped you manage workloads or improve communication. We’re looking for someone who can hit the ground running!
Apply Early!: We encourage you to apply through our website as soon as possible. The sooner you get your application in, the better your chances are! Remember, interviews will be happening throughout the application period, so don’t wait until the last minute!
How to prepare for a job interview at Tate
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and IHT planning. Be ready to discuss specific financial products like DGTs and VCTs, as well as how they fit into client strategies. This will show that you're not just familiar with the terms but can apply them in real scenarios.
✨Showcase Your Experience
With over five years in IFA administration, you’ll want to highlight your relevant experience. Prepare examples of how you've managed complex cases or improved workflows in previous roles. This will demonstrate your capability to handle the responsibilities of a Senior Client Services Administrator.
✨Be Ready for MI Reports
Since you'll be preparing and interpreting MI reports, practice explaining how you've used data to drive decisions in the past. Bring examples of reports you've created or analysed, and be prepared to discuss how they impacted your team's performance.
✨Communication is Key
As a senior point of contact, effective communication is crucial. Think about times when you've had to mentor or train others, and be ready to share those experiences. Highlight your ability to allocate tasks and monitor workloads while maintaining clear communication with clients and team members.
