Administrator - Independent Financial Adviser (Ifa)

ScreenedJust posted
London, London; England
Posted 1 day ago
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About the role

Discretionary annual bonus ~ Opportunity to join the Graduate Trainee Programme ~23 day holiday allowance, increasing with length of service ~Pension with salary sacrifice option ~ 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 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. xkybehq A minimum of 3 days is expected in the office after passing your probation period. Perform general back office duties Learn all firm processes and our ‘client journey’, as well as all compliance requirements Prepare applications and supporting documentation for client new business Keep our back-office system up to date A minimum of B in Maths and English at GCSE (or equivalent) Maths, Finance, Economics) if you want the opportunity to join the Graduate Trainee Programme

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