Ifa Administrator
5 days ago
Are you a recent graduate and looking for a career in financial services?
Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive and structured environment, with mentoring, in which to grow without being micro-managed.
We are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice. This will particularly suit if you want structured career development, mentoring and exam support. At the discretion of management, you will have the flexibility of working from home for a maximum of 2 days a week.
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
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
Prepare applications and supporting documentation for client new business
A minimum of B in Maths and English at GCSE (or equivalent)
Maths, Finance, Economics)
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
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