Financial Planning Assistant
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 homebasedKey ResponsibilitiesYou 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 tha
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