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