Job Description
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!