IFA Administrator
3 days ago
Do you have some experience within IFA administration and are looking for more responsibility?
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 to join our team. This will particularly suit if you want structured career development, mentoring and exam support. This role currently gives no opportunity to move into a paraplanning within the next 3 years however if demands allow sooner, progression is always given to internal staff before external recruitment.
At the discretion of management, you will have the flexibility of working from home for a maximum of 2 days a week.
You will love this job if you:
- Have a passion for understanding client needs and always delivering a first class service
- Take initiative whilst being flexible, enthusiastic and enjoy being part of a sociable team
- Take ownership of your own workload, an eye for detail, multi-task and work under pressure
- Enjoy autonomy and having your opinions both heard and acted upon
What you will do:
- Perform general back office duties
- Learn all firm processes and our 'client journey’, as well as all compliance requirements
- Keep our back-office system up to date
- IFA administration duties, not limited to:
- 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
What you will need:
- Experience within an IFA firm administration department (minimum of 1 year)
- A minimum of B in Maths and English at GCSE (or equivalent)
- Ideally, a 2:1 or above in a relevant subject (e.g. Maths, Finance, Economics)
- Excellent prioritisation skills to meet, if not exceed, deadlines
- The ability to manage expectations of all staff and clients
- A confident communicator
The offer:
- Basic annual salary will be dependent on experience - up to £35,000
- Normal working hours: 9am - 5.30pm (non contractual Friday finish at 5pm) with a 1-hour lunch break
- Holiday allowance of 23 days, increasing annually and capped 30 days (historically, the office also closes for 2 weeks at Christmas at management discretion)
- Employer pension contribution of 5% with salary sacrifice option
- Annual discretionary bonus (May) based upon company profits and individual performance
- Charitable Corporate support with 2 days going towards the same for each staff member
-
Ifa Administrator
1 month ago
City of London, United Kingdom CV-Library Full timeJob Title: Independent Financial Advisor (IFA) Administrator Location: The City, London Salary: £28,000 - £30,000 Key Benefits: * Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation * Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma...
-
Senior Ifa Administrator
6 months ago
London, United Kingdom Capio Recruitment Full time**Job Title: Senior IFA Administrator** **Location: Central London** **Salary: £28,000 - £36,000 + Bonus Scheme** Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior...
-
IFA Administrator
1 month ago
London, United Kingdom CV-Library Full timeIFA Administrator Wanted! 🌟 Location: Chancery Lane, London (Hybrid) 🏙️ Type of Role: Temporary (3 months+) 📆 Hours: Monday - Friday, 9am - 5:30pm ⏰ Pay Rate: £16 per hour 💷 Start Date: ASAP 🚀 *Please not you must have prior IFA experience to be considered for this role About Us: Join a...
-
Senior Ifa Administrator
5 months ago
London, United Kingdom Ortus PSR Full timeAre you a highly organised and detail-oriented IFA Administrator with a passion for finance and administrative support? We are recruiting for an experienced IFA Administrator to join a reputable Independent Financial Adviser (IFA) firm based in Southwest London in Teddington. You will be reporting directly to the Partner supporting 3 Advisers and working...
-
Ifa Administrator
5 months ago
London, United Kingdom Templegate Full time**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: London **Benefits**: Competitive salary, Flexi Hours. **Salary**: £28k ~ £35k Depending on experience. **About the Company**: Our Client is an established Independent Financial Services Company with over 40 years...
-
Ifa Administrator
5 months ago
London, United Kingdom Avenue Recruitment Full timeWe are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...
-
IFA Administrator
1 week ago
London, United Kingdom Office Angels Full timeIFA Administrator Wanted! Location: Chancery Lane, London (Hybrid) ️Type of Role: Temporary (3 months+) Hours: Monday - Friday, 9am - 5:30pm ⏰Pay Rate: £16 per hour Start Date: ASAP
-
Ifa Administrator
5 months ago
London, United Kingdom Avenue Recruitment Full timeWe are looking for an experienced IFA Administrator to join our team and provide administrative support to Financial Planners. **Responsibilities**: - Managing adviser's pipeline - Submitting new business - Chasing pipeline business - Letters of authority - Creating valuations - Booking in client reviews - Managing adviser's diary For further details...
-
IFA Administrator
1 day ago
London, United Kingdom Fleet Street Financial Ltd Full timeDo you have some experience within IFA administration and are looking for more responsibility? 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...
-
Ifa Administrator
6 months ago
London, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...
-
Ifa Administrator
6 months ago
London, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...
-
Senior Ifa Administrator
6 months ago
London, United Kingdom Cranleigh Personnel Full time**Senior IFA Administrator - route through to management** **Location: City, London** **Salary: £35,000 - £45,000** Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge? **Then this may be the role for you** The practice would suit any individual who is looking to become part of a small and supportive team,...
-
Ifa Administrator
6 months ago
London, United Kingdom Fusion Consulting Full time**IFA Administrator** Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced IFA Administrator to provide general support to the expanding financial division of the group. The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed...
-
IFA Administrator
2 weeks ago
London, United Kingdom Fleet Street Financial Ltd Full time €30,000 - €37,000Do you have some experience within IFA administration and are looking for more responsibility? 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...
-
IFA Administrator
1 week ago
London, United Kingdom Fleet Street Financial Ltd Full timeDo you have some experience within IFA administration and are looking for more responsibility? 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...
-
IFA Administrator
1 week ago
London, United Kingdom Fleet Street Financial Ltd Full timeJob Description Do you have some experience within IFA administration and are looking for more responsibility? 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,...
-
IFA Administrator
7 days ago
London, United Kingdom Fleet Street Financial Ltd Full timeDo you have some experience within IFA administration and are looking for more responsibility? If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a...
-
IFA Administrator
1 month ago
City of London, United Kingdom CV-Library Full timeA Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting...
-
IFA Administrator
4 weeks ago
City of London, United Kingdom Tate Full timeA Wealth Management firm based in Stansted is seeking an experienced IFA Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers.This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its...
-
Ifa Administrator
5 months ago
London, United Kingdom The Coast Partnership Ltd Full time**An unmissable opportunity for an experienced wealth management administrator or junior paraplanner who has real ambition.** This role is with a dynamic, growing, IFA firm who put their employees above all. Friendly and down to earth, the team spirit at this firm is second to none. You will play an integral part in the team from day one and work closely...