Senior Client Services Administrator

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!

Extra information

Status

Open

Education Level

Secondary School

Location

Taunton

Type of Contract

Full-time jobs

Published at

04-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English