At a Glance
- Tasks: Support our team with back office duties and client communications.
- Company: Join a forward-thinking, independent wealth management firm in London.
- Benefits: Enjoy a competitive salary, annual bonus, and flexible working options.
- Other info: Flexible work-from-home options and excellent career progression opportunities.
- Why this job: Grow your career with structured development and exam support in a supportive environment.
- Qualifications: 1 year of IFA administration experience and strong academic background required.
The predicted salary is between 30000 - 40000 £ per year.
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. 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:
- 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
IFA Administrator in Westminster employer: Fleet Street Wealth
Fleet Street Wealth is an exceptional employer that fosters a supportive and autonomous work environment, ideal for those looking to grow within the financial services sector. With structured career development opportunities, exam support, and a commitment to employee well-being through generous benefits like a discretionary annual bonus and charitable volunteer days, we empower our team members to thrive both personally and professionally. Located in the heart of London, our forward-thinking firm values innovation and adaptability, making it a perfect place for ambitious individuals seeking meaningful careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Westminster
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Fleet Street Wealth. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace IFA Administrator in Westminster
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Fleet Street Wealth.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Fleet Street Wealth
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Fleet Street Wealth.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Fleet Street Wealth.
