- 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.
- 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.
- 5 years plus IFA administration within an independent financial advisory
- IO system experience
- Ability to prepare review and interpret MI reports
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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 ...
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Taunton, England1 month ago
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+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. · ...
Taunton1 month ago
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The role of Customer Service Administrator involves providing excellent customer service to potential students and stakeholders. · ...
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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 · ...
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An award winning and well know IFA is seeking Senior Client Services Administrator to join their ambitious and growing team. · ...
Taunton3 weeks ago
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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. · ...
Exeter1 month ago
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To provide a full and efficient secretarial service for their consultants, nursing team and the wider service. · ...
Exeter1 month ago
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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 EW3 weeks ago
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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 DW2 weeks ago
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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' ...
Exeter3 weeks ago
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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 ...
Exeter2 weeks ago
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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. · ...
Exeter2 weeks ago
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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 ...
Wells1 month ago
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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 ...
Winscombe1 week ago
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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. · ...
Yeovil3 weeks ago
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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 Clevedon1 month ago
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An established and award-winning financial services firm is seeking a motivated and professional · Financial Services Administrator to join its growing team. · ...
Exeter, England1 month ago
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We have an exciting opportunity for a Customer Service Administrator to join our busy team on a full-time permanent basis. · ...
Winscombe BS RA1 week ago
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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 year5 days ago
Senior Client Services Administrator - Taunton - Tate Recruitment
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:
Skills / experience:
Must have requirements:
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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Service Administrator
Only for registered members Taunton
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Site Services Administrator
Only for registered members Taunton
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Site Services Administrator
Only for registered members Taunton, England
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Site Services Administrator
Only for registered members Taunton
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Customer Service Administrator
Only for registered members Taunton TA AX
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Support Services Administrator
Part time Only for registered members Taunton TA BJ
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Senior Client Services Administrator
Only for registered members Taunton
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Service Administrator
Only for registered members Exeter
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Service Administrator
Only for registered members Exeter
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Service Administrator
Only for registered members Exeter EX EW
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Service Administrator
Only for registered members Exeter EX DW
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Service Administrator
Only for registered members Exeter
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Service Administrator
Only for registered members Exeter
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Service Administrator
Only for registered members Exeter
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Service Administrator
Only for registered members Wells
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Customer Service Administrator
Only for registered members Winscombe
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Central Services Administrator
Only for registered members Yeovil
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Financial Services Administrator
Only for registered members Milton Clevedon
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Financial Services Administrator
Only for registered members Exeter, England
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Customer Service Administrator
Only for registered members Winscombe BS RA
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Patient Services Administrator
Only for registered members Exeter EX SY