More jobs:
IFA Administrator
Job in
Bristol, Washington County, Virginia, 24202, USA
Listed on 2026-01-01
Listing for:
Heat Recruitment
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance -
Administrative/Clerical
Job Description & How to Apply Below
- 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.
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