Ifa Administrator

LocationBristol Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref86714 Recruiter Managing This Role IFA AdministratorUp to £30,000HybridBristolJob responsibilities 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.Methodical and organised.Computer literate.
Benefits: Private Medical InsuranceEmployee Pension Scheme24 days Annual LeaveDental InsuranceLife AssuranceHealth cash plan