Senior Client Services Administrator - Taunton - Tate Recruitment

    Tate Recruitment
    Tate Recruitment Taunton

    12 hours ago

    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


  • Work in company

    Service Administrator

    Only for registered members

    We are looking for a Service Administrator to join the team. · The General Duties Of The Role · Service work undertaken on the vehicle meets brand requirements · In addition to this, it will involve maintaining professional and positive working relationships with all dealership a ...

    Taunton

    1 month ago

  • Work in company

    Site Services Administrator

    Only for registered members

    The role focuses on operational coordination, compliance, service scheduling and maintaining a safe, well‑organised workplace. · Provide administrative support to Site Leadership, · Oversee site security and access control, · Manage contracts for site services and renewals, · Coo ...

    Taunton

    1 month ago

  • Work in company

    Site Services Administrator

    Only for registered members

    +Support the smooth running of site services and facilities as a Site Services Administrator at Novanta in Taunton, Somerset, UK. · +Provide administrative support to Site Leadership. · Oversee site security and access control. · Manage contracts for site services and renewals. · ...

    Taunton, England

    1 month ago

  • Work in company

    Site Services Administrator

    Only for registered members

    +Support the smooth running of site services and facilities. · +Provide administrative support to Site Leadership. · Oversee site security and access control. · Manage contracts for site services and renewals. · ...

    Taunton

    1 month ago

  • Work in company

    Customer Service Administrator

    Only for registered members

    The role of Customer Service Administrator involves providing excellent customer service to potential students and stakeholders. · ...

    Taunton TA AX

    1 month ago

  • Work in company

    Support Services Administrator

    Only for registered members

    We are seeking an excellent office administrator to play a key role in supporting our essential frontline services. · Good standard of education · Strong experience of working in an office administration environment · ...

    Taunton TA BJ Part time

    1 month ago

  • Work in company

    Senior Client Services Administrator

    Only for registered members

    An award winning and well know IFA is seeking Senior Client Services Administrator to join their ambitious and growing team. · ...

    Taunton

    3 weeks ago

  • Work in company

    Service Administrator

    Only for registered members

    The Oncology & Haematology Administration team are looking to recruit a Service Administrator (previously known as Medical Secretary), who is highly motivated and can work on their own initiative, but is also a strong team player. · ...

    Exeter

    1 month ago

  • Work in company

    Service Administrator

    Only for registered members

    To provide a full and efficient secretarial service for their consultants, nursing team and the wider service. · ...

    Exeter

    1 month ago

  • Work in company

    Service Administrator

    Only for registered members

    Are you a highly organised administrator who thrives in a fast-paced environment and enjoys being at the centre of a busy customer-focused operation? · At Westexe Forklifts we're growing rapidly and are looking for a proactive Service Administrator to play a key role in coordinat ...

    Exeter EX EW

    3 weeks ago

  • Work in company

    Service Administrator

    Only for registered members

    Exciting opportunity for an experienced secretary or administrator to join the team as a Medical Secretary. · Provide comprehensive administration support for patients and clinical teams of Consultant Paediatricians. · ...

    Exeter EX DW

    2 weeks ago

  • Work in company

    Service Administrator

    Only for registered members

    The role will coordinate and organise the attendance of patients to outpatient appointments in line with local team arrangements.Ensure all administrative processes are dealt with in an efficient manner. · Undertake general clerical duties. · Maintain waiting times for patients' ...

    Exeter

    3 weeks ago

  • Work in company

    Service Administrator

    Only for registered members

    We are looking for an enthusiastic individual to join our welcoming Clinical Measurements team as a Service Administrator (previously known as Medical Secretary). This role is dual site at RDUH Exeter and Ottery St Mary Hospital. You will be pivotal to the communication between o ...

    Exeter

    2 weeks ago

  • Work in company

    Service Administrator

    Only for registered members

    To provide a full and efficient secretarial service for their consultants, nursing team and the wider service. This will include ensuring that all documentation is produced to an excellent standard. · ...

    Exeter

    2 weeks ago

  • Work in company

    Service Administrator

    Only for registered members

    We are looking for a customer focused individual to join our Service and Parts team. · Working as a part of a vibrant and energetic team, your role is to handle our customer queries, take ownership of the situation and demonstrate real empathy to provide a resolution to the custo ...

    Wells

    1 month ago

  • Work in company

    Customer Service Administrator

    Only for registered members

    We are looking for a Customer Service Administrator to join our team on a full-time permanent basis.This role involves occasional weekend work and varying shift patterns so flexibility is a must. · Manage incoming and outgoing calls to customers · Use bespoke IT software to carry ...

    Winscombe

    1 week ago

  • Work in company

    Central Services Administrator

    Only for registered members

    Secretarial duties including drafting and editing letters and reports. Telephone switchboard; answering, transferring, and taking messages. · Drafting and editing letters and reports. · Telephone switchboard; answering, transferring, and taking messages. · ...

    Yeovil

    3 weeks ago

  • Work in company

    Financial Services Administrator

    Only for registered members

    To provide administrative support to team relating to financial services. · To deal with confidential client information. · To act as a key point of contact for clients. · To process new business and client information. ...

    Milton Clevedon

    1 month ago

  • Work in company

    Financial Services Administrator

    Only for registered members

    An established and award-winning financial services firm is seeking a motivated and professional · Financial Services Administrator to join its growing team. · ...

    Exeter, England

    1 month ago

  • Work in company

    Customer Service Administrator

    Only for registered members

    We have an exciting opportunity for a Customer Service Administrator to join our busy team on a full-time permanent basis. · ...

    Winscombe BS RA

    1 week ago

  • Work in company

    Patient Services Administrator

    Only for registered members

    Required Hours · Monday 8am - 1.30pm, Wednesday 8am - 6.30pm, Thursday 12:30-6.30pm and Friday 12:30-6.30pm. Total: 26.5 hours · You will also be required to work one Saturday 9am-5pm per quarter (three monthly) Please only apply if you are able to work these shifts. · Job Summar ...

    Exeter EX SY £22,000 - £34,000 (GBP) per year

    5 days ago

Jobs
>
Taunton