Ifa Administrator - London, United Kingdom - Fleet Street Wealth
Description
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 financial services?
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.
This will particularly suit if you want structured career development, mentoring, exam support, progressing into a technical role with the opportunity to provide client advice.
You will have the flexibility of working from home and the office.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
- 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 backoffice system up to date
Essential Experience required for this role
- A minimum of 1 year experience in an IFA firm
- A minimum of B in Maths and English at GCSE (or equivalent)
- Excellent prioritisation skills to meet, if not exceed, deadlines
- The ability to manage expectations of all staff and clients
Job Types:
Full-time, Permanent
Salary:
£25,000.00-£30,000.00 per year
Schedule:
- Monday to Friday
Experience:
- IFA administration: 1 year (required)
Work Location:
Hybrid remote in London
