Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the go-to person for clients and improve processes in a dynamic team.
- Company: Join an award-winning IFA known for its 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 and strong knowledge of financial products.
- Other info: Apply early to secure your chance; we value diversity and support your needs.
The predicted salary is between 30400 - 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!
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 London employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people 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!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re looking for someone who can improve processes and support continuous improvement. Be ready to share examples of how you've done this in your previous roles.
✨Tip Number 3
Show off your skills! When you get the chance to chat with potential employers, highlight your experience with complex financial planning and your understanding of FCA regulations. Make sure they see you as the go-to person for all things client services.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining their ambitious team and making a real impact.
We think you need these skills to ace Senior Client Services Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Client Services Administrator role. Highlight your experience with financial planning, IFA administration, and any relevant skills that match the job description. We want to see how you can bring value 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 how you've improved processes or mentored others in previous positions. We love hearing about your achievements!
Showcase Your Skills: Don’t forget to showcase your skills in CRM systems, Excel, and MI reporting. Mention any advanced tools you’ve used and how they’ve helped you in your previous roles. We’re looking for someone who can hit the ground running!
Apply Early!: We encourage you to apply as soon as possible since we’ll be interviewing throughout the application period. Don’t wait until the last minute—get your application in early to avoid disappointment. We can’t wait to hear from you!
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. 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 managed complex financial planning recommendations. This will demonstrate your capability and fit for the role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client interactions. Think of scenarios where you had to allocate tasks or mentor junior staff, and be prepared to explain your approach and the outcomes.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the team dynamics or the company’s approach to continuous improvement. This shows your interest in the role and helps you gauge if it’s the right fit for you.
