Role: Senior Client Services Administrator
Salary: Up to £39,000 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 a Senior Client Services Administrator to join their growing team. This role will be a senior point of contact for the business 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.
- 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
- Advanced use of platforms, CRM systems, investment administration tools, Excel and Word.
Must have requirements:
- Extensive IFA administration within an independent financial advisory
- Intelligent Office experience
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!