img
Permanent

Ifa Administrator - 2 days home working straight away

Bristol
money-bag 28000.00-28000.00 Annual
3159785394
Posted Today

.IFA AdministratorLocation: Bristol (Hybrid - 3 days office / 2 days home)Hours: Full Time, Monday-Friday, 9am-5pmDepartment: Client Support / Adviser Support / Distribution (Client-Facing)An exciting opportunity has arisen for an experienced IFA Administrator to join a growing wealth and financial planning business undergoing significant expansion through strategic acquisitions. This role sits within a supportive, fast-moving environment that combines the energy of a growing organisation with the stability of private-equity backing.You will provide high-quality administrative and technical support to financial advisers, ensuring clients receive an exceptional service and that all work is completed in line with FCA guidelines and internal processes.This is a hybrid position, working three days per week from the Bristol office and two days from home.Key ResponsibilitiesClient Review and Adviser SupportPrepare for client review meetings by ensuring all client and plan information is accurately recorded and up to date.Request plan information from providers via email, post or online platforms, and chase regularly to meet deadlines.Upload all received information to the internal system and maintain clear, accurate records.Update contributions, withdrawals, linked transfers and income expectations for all client plans.Validate unit balances, fund data and pricing feeds to ensure accurate plan valuations.Collate costs and charges for all plans, including commission, fund-based and ..... full job details .....

Other jobs of interest...

Recruit UK
Bristol3 days ago
money-bag25000.00-25000.00 Annual
Premier Jobs UK Limited
Bradford-on-avon4 days ago
money-bag10000-500000 Annual
Chase De Vere Independent Financial Advisers Limited
Cardiff1 week ago
money-bagNegotiable
Grove Talent Solutions
Chippenham1 week ago
money-bag28000.00-28000.00 Annual
GROVE TALENT SOLUTIONS LTD
Chippenham2 weeks ago
money-bag£30,000
CMD Recruitment
Bristol2 weeks ago
money-bag£27000 - £33000/annum
Anderson Recruitment
Cheltenham2 weeks ago
money-bag£30,000
CMD Recruitment
Bristol2 weeks ago
money-bag27000.00-27000.00 Annual
Anderson Recruitment
Cheltenham2 weeks ago
money-bag30000.00-30000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!