Ifa Administrator

Client AdministratorLocation: TauntonSalary: Up to £32,000 + BenefitsAn exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience.This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment.Key ResponsibilitiesAct as a key point of contact for clients, handling enquiries and delivering excellent customer service.Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation.Prepare client review packs, valuation reports, and portfolio information for adviser meetings.Maintain accurate client records and update internal back-office systems.Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing.Assist advisers with diary management, appointment scheduling, and workflow administration.Ensure all tasks are completed in line with internal procedures, compliance requirements, and service standards.Support the wider team with administrative and operational activities as required.About YouPrevious experience in a Client Administrator, Financial ..... full job details .....