More jobs:
Senior Client Services Lead; Hybrid - Financial Planning
Job in
Taunton, Somerset County, TA1, England, UK
Listed on 2026-02-24
Listing for:
Tate
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A prominent financial advisory firm in Taunton is seeking a Senior Client Services Administrator to join their growing team. In this full-time position, you will act as the primary point of contact for clients and advisers, oversee complex financial recommendations, and manage the administration workflow. Ideal candidates have 5+ years of experience in IFA administration and possess the ability to prepare and interpret MI reports.
This role offers opportunities for career growth and process improvement.
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Position Requirements
10+ Years
work experience
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