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- 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: Enjoy a collaborative environment with a focus on continuous improvement.
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!
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 employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Administrator
✨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 to improve processes and support continuous improvement. Be ready to share how your experience aligns with their needs and how you can make a difference.
✨Tip Number 3
Show off your skills! During interviews, highlight your advanced use of platforms and CRM systems, as well as your understanding of FCA regulations. Bring examples of how you’ve successfully managed caseloads and improved workflows in previous roles.
✨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 this ambitious team and ready to take on the challenges of a Senior Client Services Administrator.
We think you need these skills to ace Senior Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your knowledge of pensions, investments, and FCA regulations to show us you're the right fit for the Senior Client Services Administrator role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position. Share specific examples of how you've improved processes or mentored others in previous roles, as this will resonate with our focus on continuous improvement.
Showcase Your Technical Skills: Since advanced use of platforms and tools is key for this role, make sure to mention your experience with CRM systems and Excel. We want to see how you can leverage these tools to enhance our client services.
Apply Early!: Don’t wait until the last minute to submit your application. We encourage you to apply through our website as soon as possible to avoid disappointment, as we’ll be interviewing candidates throughout the application period.
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
With over five years in IFA administration, be ready to discuss specific examples of how you've improved processes or managed complex financial planning recommendations. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Demonstrate Leadership Skills
As a senior point of contact, you'll need to show that you can mentor and coach junior administrators. Prepare examples of how you've successfully led a team or improved workflows in your previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client services and continuous improvement. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
