IFA Administrator
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.