At a Glance
- Tasks: Support a busy IFA team and help clients with tailored financial advice.
- Company: Fleet Street Wealth, a forward-thinking and supportive wealth management firm.
- Benefits: Annual bonus, holiday allowance, pension options, and exam support.
- Other info: Flexible working arrangements with a focus on mentorship and development.
- Why this job: Grow your career in a dynamic environment with real opportunities for progression.
- Qualifications: At least 1 year of IFA administration experience required.
The predicted salary is between 30000 - 40000 £ per year.
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. A minimum of 3 days is expected in the office after passing your probation period.
Key accountabilities:
IFA Administrator employer: Fleet Street Wealth
Fleet Street Wealth is an excellent employer for those seeking a dynamic and supportive work environment in the heart of London. With a strong focus on employee growth, we offer structured career development, mentoring, and exam support, alongside generous benefits such as a discretionary annual bonus and a two-week Christmas closure. Our culture encourages autonomy and values your input, making it an ideal place for individuals looking to thrive in their IFA careers while enjoying the flexibility of hybrid working.
