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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 mentoring others and enhancing client services.
- Qualifications: 5+ years in IFA administration and strong knowledge of financial products.
- Other info: Inclusive environment that values your individuality and supports your needs.
Do you have the following skills, experience and drive to succeed in this role? Find out below.
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
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 Taunton employer: Tate
Contact Detail:
Tate 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 industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Senior Client Services Administrator role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. We want you to shine, so practice common interview questions and be ready to showcase your knowledge of FCA regulations and financial planning.
✨Tip Number 3
Show off your skills! Bring along examples of MI reports you've prepared or workflows you've improved. We love seeing tangible evidence of your expertise, especially when it comes to complex financial planning and mentoring junior staff.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can contribute to our ambitious team and help us improve processes in this regulated environment.
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 with pensions, investments, and IFA administration. We want to see how your skills match what we're looking for!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've improved processes or mentored others. This will help us see the impact you've made in previous roles.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so make sure your points are easy to understand. Avoid jargon unless it's relevant to the role!
Apply Through Our Website: We encourage you to apply through our website for the best experience. It helps us keep track of applications 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
✨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 during the interview.
✨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 in a Senior Client Services Administrator.
✨Prepare for Complex Scenarios
Since the role involves processing complex financial planning recommendations, think of scenarios you’ve handled in the past. Be prepared to explain your thought process and how you ensured data integrity while managing caseloads.
✨Ask Insightful Questions
Prepare some 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 it’s the right fit for you.
