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
An award winning and well known 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 that 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.
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!
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