https://jobs.co.uk/job/senior-ifa-administrator-tate--f1eb4892-dd8a-406a-9f76-35c2561a927d RSS feed for Senior IFA Administrator at Tate. en-gb Thu, 23 Apr 2026 08:01:18 GMT https://jobs.co.uk/job/senior-ifa-administrator-tate--f1eb4892-dd8a-406a-9f76-35c2561a927d https://jobs.co.uk/job/senior-ifa-administrator-tate--f1eb4892-dd8a-406a-9f76-35c2561a927d Thu, 26 Mar 2026 00:00:00 GMT Location: Taunton | Salary: £35000 - £39000/annum | Type: Permanent | Role: Senior IFA Administrator Salary: Up to -39,000 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 IFA Administrator to join their growing team. This role will be a senior point of contact for the business 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 Advanced use of platforms, CRM system... Permanent