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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!