IFA Administrator

CV-Library • Box Makers Yard, Bristol (County) • 3m ago

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 die 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 and 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

Key Responsibilities

You will help advisers to prepare for client reviews by:

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 the 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

Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update 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

Using the standard templates within IO, create and check the client valuation report 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 Producing comparisons between old and new centralised investment propositions

Preparing 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, the checking and validation of client income expectations held within the system

Interrogation of the data and liaison 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

Answering 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.

To 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.

Liaising 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.