At a Glance
- Tasks: Support our team with back office duties and client documentation.
- Company: Join a Chartered, independent wealth management firm with a supportive culture.
- Benefits: Enjoy a discretionary bonus, 23 days holiday, and pension options.
- Other info: Opportunity to work from home and progress into various IFA roles.
- Why this job: Grow your career in a flexible environment with mentoring and exam support.
- Qualifications: 1 year IFA administration experience and strong GCSEs in Maths and English.
The predicted salary is between 30000 - 40000 £ per year.
Discretionary annual bonus. Opportunity to join the Graduate Trainee Programme. 23 day holiday allowance, increasing with length of service. Pension with salary sacrifice option.
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 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.
- Perform general back office duties
- Learn all firm processes and our ‘client journey’, as well as all compliance requirements
- Prepare applications and supporting documentation for client new business
- Keep our back-office system up to date
A minimum of B in Maths and English at GCSE (or equivalent) is required if you want the opportunity to join the Graduate Trainee Programme.
Administrator - Independent Financial Adviser (Ifa) in London employer: Fleet Street Wealth
Fleet Street Wealth is an exceptional employer that values autonomy and encourages employee input, making it an ideal environment for those seeking to grow in their careers. With a strong focus on structured career development, mentoring, and exam support, employees can progress into various IFA roles while enjoying a flexible work arrangement that balances office and home working. The company also offers competitive benefits such as a discretionary annual bonus, increasing holiday allowance, and a pension scheme, all within a supportive and collaborative culture.
