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For Companies At a Glance
- Tasks: Be the go-to person for clients and advisers, managing financial recommendations and workflows.
- Company: A leading financial advisory firm in Taunton with a focus on client success.
- Benefits: Full-time role with opportunities for career growth and process improvement.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 5+ years in IFA administration and strong skills in preparing MI reports.
- Other info: Hybrid work model offering flexibility and a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
A prominent financial advisory firm in Taunton is seeking a Senior Client Services Administrator to join their growing team. In this full-time position, you will act as the primary point of contact for clients and advisers, oversee complex financial recommendations, and manage the administration workflow.
Ideal candidates have 5+ years of experience in IFA administration and possess the ability to prepare and interpret MI reports. This role offers opportunities for career growth and process improvement.
Senior Client Services Lead (Hybrid) - Financial Planning in Taunton employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Lead (Hybrid) - Financial Planning in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the hunt for a Senior Client Services Lead role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your MI report skills. Be ready to discuss how you've used data to drive decisions in your previous roles. We want to see you shine as the go-to person for complex financial recommendations!
✨Tip Number 3
Showcase your experience! When chatting with potential employers, highlight your 5+ years in IFA administration. Share specific examples of how you've improved processes or enhanced client relationships to demonstrate your value.
✨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 about their job search. Let's get you that Senior Client Services Lead position!
We think you need these skills to ace Senior Client Services Lead (Hybrid) - Financial Planning in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of experience in IFA administration. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Client Services Lead position. We love seeing your personality and passion come through, so let us know what excites you about this opportunity.
Showcase Your MI Reporting Skills: Since interpreting MI reports is key for this role, make sure to mention any specific experiences you have with this. We’re looking for candidates who can demonstrate their analytical skills and how they’ve used data to drive decisions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Tate
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and be ready to discuss complex financial recommendations. This will show that you’re not just familiar with the basics but can handle the intricacies of the role.
✨Showcase Your Experience
With 5+ years in IFA administration, you’ve got a wealth of experience. Prepare specific examples of how you've managed client relationships and overseen workflows. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Prepare for MI Reports
Since interpreting MI reports is part of the job, be ready to discuss your experience with them. Bring examples of reports you’ve worked on and be prepared to explain how you used the data to improve processes or client outcomes.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to client services and their vision for growth. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
