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    • IFA administration: 1 year (required).
    • Opportunity to join the Graduate Trainee Programme.
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Job Post Details

IFA Administrator - job post

Fleet Street Wealth
London•Hybrid work
£25,000 - £35,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 1 day.

Job details

Pay

  • £25,000 - £35,000 a year

Job type

  • Full-time

Location

London•Hybrid work

Benefits

Pulled from the full job description

  • Company pension

Full 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 adminsitration 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

Job Types: Full-time, Permanent

Pay: £25,000.00-£35,000.00 per year

Experience:

  • IFA administration: 1 year (required)

Work Location: Hybrid remote in London

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