Full job descriptionRecruit UK is proud to be supporting a growing financial planning firm in their search for an IFA Administrator to join their Bristol office. They’re in a big growth phase and as a result, they’re investing heavily into people, systems and long-term career development.


This is a great opportunity for someone with IFA Administration / Adviser Support experience to take on a varied role at the heart of the client review process, working closely with advisers and providers to keep client data accurate and cases moving efficiently.


Responsibilities Include:
*Prepare for client reviews by ensuring all client and plan information is up to date on IO, requesting and chasing missing data from providers
*Update contributions, withdrawals and transfers, and validate fund holdings and plan valuations
*Produce client valuation reports and OneNote packs, including FE Analytics research and Key Information Documents
*Prepare cases for submission, completing plan information checklists and chasing outstanding provider information
*Handle day-to-day client and provider queries by phone and email
*Support new business processing and application submission


Benefits:
*Hybrid working
*Private Medical Insurance
*Excellent employer pension contributions
*25 days annual leave plus bank holidays, plus buy/sell up to 5 days
*Annual discretionary bonus
*Group Life Assurance and Income Protection


Requirements:
*Minimum 1 year’s experience supporting a Financial Adviser (Required)
*Previous regulatory or financial services industry experience
*Experience with Intelliflo (desired)


If you’re looking for an IFA Administration position with excellent progression pathways, we’d love to hear from you.