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

An award winning and well know IFA is seeking 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!