IFA Administrator in Bristol

This is a fantastic opportunity to join one of the country’s most stellar firms, synonymous with financial planning and investment management and a high standard of professionalism and expertise, in their field. My client based in central Bristol is looking to add an experienced IFA Administrator to complement their existing team of dedicated professionals due to their continued growth. You will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of one year in the industry; previous use of Intelligent Office would be beneficial.

As an IFA Administrator, you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times. The role is hybrid - 3 days working from our Bristol office, 9am to 5pm - Monday to Friday - 2 days UK homebased.

• Help advisers to prepare for client reviews by ensuring all client and plan information is up to date on IO.
• Request 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.
• Update contributions and withdrawals using the transaction history from each provider.
• Link any transfers within plans.
• Add the details of any missing policy information to IO as required.
• Validate 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.
• Check the income expectations on all the clients' plans to ensure that these are correctly recorded and updated as required.
• Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund-based or adviser charges.
• Create and check the client valuation report using the standard templates within IO and upload to IO.
• Produce any ‘OneNote packs’ requested by the advisers including: Client Charter, FE Analytics research on the funds held by the client, KID (Key Information Documents), Data capture form from IO, Client Valuation Report.
• Produce comparisons between old and new centralised investment propositions.
• Prepare cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
• If requested, check and validate client income expectations held within the system.
• Interrogate the data and liaise with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.
• Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients.
• Produce client letters as required.
• Answer phone calls as they come in via the Main Hunt Group.
• Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
• Deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
• Create and maintain effective client files.
• New business processing and application submission.
• Liaise with product providers as and when necessary, chasing as often as required.
• Keep up to date with new products, technical or legislative changes within the marketplace.
• Always comply with the Compliance policies.
• Engage with training and development as applicable.
• Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.

• A minimum of 12 months’ IFA administration experience, supporting an advisor.
• Previous regulatory or financial industry experience is desirable.
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate.
• Accurate with good attention to detail.
• Problem solving.
• Knowledge of the advice process.
• True collaborator, takes initiative, curious.
• A desire to learn and develop and step out of comfort zone.

• Good standard of education.
• Maths and English GCSE, grade 5 or above, or equivalent.

• Commercial Awareness.
• Innovation.
• Collaboration.
• Team contribution.
• Professionalism.

• Competitive salary of up to £35,000.00.
• Private Medical Insurance post probation.
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee).
• 25 days Annual Leave (plus buy and sell up to 5 days).
• Office Christmas close (3-days).
• Life Assurance.
• Health cash plan.
• Hybrid working.
• Discretionary performance related bonus.
• Employee Assistance Programme.
• Lunch and snacks provided.
• Further flexible benefits.