Client Services Administrator

Job Description Role: Senior Client Services AdministratorSalary: 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 regulationsAdvanced use of platforms, CRM systems, investment administration tools, Excel and Word.Must have requirements:Extensive IFA administration within an independent financial advisoryIntelligent Office experienceThis 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!

Created: 2026-04-04