IFA Administrator
6 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
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