Job 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 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 & 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
