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Senior client services lead (hybrid) - financial planning

Taunton
Tate
Financial planner
€38,000 a year
Posted: 2 March
Offer description

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.
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