IFA Administrator

Job Description

Do you have the skills to fill this role Read the complete details below, and make your application today.

Benefits:

• Discretionary annual bonus
• Opportunity to join the Graduate Trainee Programme
• 23 day holiday allowance, increasing with length of service
• 2 week Christmas closure (at Directors discretion)
• Pension with salary sacrifice option
• Death in Service
• Income Protection
• Charitable corporate support with two volunteer days pa
• Exam support (if desired)

The firm, the department, and the role

Do you have some experience within a busy London IFA firm?

Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed.

We pride ourselves in being a forward-thinking company, adaptable and always striving to be better. We are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice. We now seek to recruit an administrator, who has at least 1 year IFA administration experience, to join our team. This will particularly suit if you want structured career development, mentoring, exam support, progressing into any IFA career role desired, be that a senior administrator or a technical role with the opportunity to provide client advice in the future.

You will have the flexibility of working from home and the office. xwzovoh A minimum of 3 days is expected in the office after passing your probation period.

Key accountabilities & responsibilities

• Perform general back office duties
• Learn all firm processes and our ‘client journey’, as well as all compliance requirements
• Prepare valuations and supporting documentation for client review meetings
• Perform fund switches and rebalances
• Prepare applications and supporting documentation for client new business
• Ensure all communications with the client is recorded accurately
• Upload new business proposals on to the system accurately and compliantly
• Handle day to day enquiries from clients, providers, advisers and paraplanners
• Keep our back-office system up to date

Essential Experience required for this role (if you do not meet this, please do not apply as we will not get in contact)

• A minimum of 1 year administration experience in an IFA firm
• A minimum of B in Maths and English at GCSE (or equivalent)
• A minimum of a 2:1 degree in a relevant subject (e.g. Maths, Finance, Economics) if you want the opportunity to join the Graduate Trainee Programme
• Excellent prioritisation skills to meet, if not exceed, deadlines
• The ability to manage expectations of all staff and clients