More jobs:
IFA Administrator
Job in
Norwich, Norfolk County, NR2, England, UK
Listed on 2026-07-26
Listing for:
Eden Rose
Full Time
position Listed on 2026-07-26
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
IFA Administrator
Hybrid
Job90839
LocationNorwich
Salary£28,000 - £34,000 Per Annum
Employment TypePermanent
Job responsibilities- 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.
- Relevant experience supporting an Adviser.
- Previous regulatory or financial industry experience.
- Good written and oral communication skills.
- Methodical and organised.
- Computer literate.
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×