IFA Administrator

Heat Recruitment; Bristol; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading company in the financial sector is looking for a support role to assist Advisers in managing client and plan information. The position involves ensuring data accuracy and communication with providers to update client plans effectively. Successful candidates will have prior experience in the financial industry and excellent communication skills.

Qualifications

• Relevant experience supporting an Adviser.
• Good written and oral communication skills.

Responsibilities

• Ensuring all client and plan information is up to date.
• Updating contributions and withdrawals using transaction history.
• Validating all funds held and ensuring accurate balances.

Skills

Communication

Attention to Detail

Job description

• Ensuring all client and plan information is up to date on IO.
• Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
• Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans.
• Adding details of any missing policy information to IO as required.
• Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value.

Requirements

• Relevant experience supporting an Adviser.
• Previous regulatory or financial industry experience.
• Good written and oral communication skills.