Ifa administrator Work, Jobs in Croydon Cr0 (with Salaries)

IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
5d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Fees Administrator
Charles Stanley —London
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
5d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English

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IFA Administrator
Fleet Street Wealth —London
2 week Christmas closure (at Directors discretion). A minimum of 3 days is expected in the office after passing your probation period.
£25,000 - £35,000 a year
Quick apply
5d
IFA Administrative Assistant
Fleet Street Wealth —London
Holiday allowance of 23 days, increasing annually and capped 30 days (historically, the office also closes for 2 weeks at Christmas at the discretion of…
Up to £28,000 a year
Quick apply
5d

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IFA Administrator

Fleet Street Wealth
London

Quick apply

Job details

Full-time
£25,000 - £35,000 a year
5 days ago

Benefits

Company pension

Qualifications

Financial planning
Report writing
GCSE
Organisational skills
Financial services

Full job 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 adminsitration 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

Job Types: Full-time, Permanent

Pay: £25,000.00-£35,000.00 per year

Experience:

IFA administration: 1 year (required)

Work Location: Hybrid remote in London

Quick apply

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ifa administrator jobs in croydon cr0

IFA Administrator

Administrator/Paraplanner/Trainee Paraplanner

IFA Administrator

Fees Administrator

Financial Planner - Surrey

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