Location
Bristol
Salary £25000 – £30000 TypePermanent WorkplaceOn-Site Ref88212
Recruiter Managing This Role
IFA Administrator
Up to £30,000
Hybrid
Job 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 Insurance
Employee Pension Scheme
24 days Annual Leave
Dental Insurance
Life Assurance
Health cash plan
Find a job 
Featured Companies 
Featured Universities 
For Companies 