Ifa Work, Jobs in London, Eng (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
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
5d
Fostering Panel Chair - Independent Fostering Agency
Parent and child fostering service ltd —London
- From £400 a day
- Part-time
- Administrative experience
- Organisational skills
- Leadership
Quick apply
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
2d
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
Sales Team Lead - IFA & National Market Accounts
Flagstone Group LTD —London
- Sales
- Analysis skills
- Leadership
- Life insurance
Quick apply
End Point Assessor for Learning and Skills Teacher (Level 5) - London
Pearson —London
- Education
- Travel
- Teaching
2d
Partner Experience
Saturn —London
- Full-time
- Financial services
Quick apply
End Point Assessor for Learning and Skills Teacher (Level 5) - West Midlands Region
Pearson —London
- Education
- Travel
- Teaching
2d
End Point Assessor for Learning and Skills Teacher (Level 5) - South East Region
Pearson —London
- Education
- Travel
- Teaching
2d
Head of Marketing
Puma Capital Group —London
- Hybrid work
- Leadership
- Tax experience
- Marketing
1d
Head of UK Wealth Products
FE fundinfo —London
- Full-time
- Hybrid work
- Product management
- Annual leave
Quick apply
Financial Adviser
Plum Fintech —London
- Hybrid work
- Referral programme
Quick apply
11d
Head of Retail Retirement - BNY Investments
The Bank of New York Mellon Corporation —London
- Full-time
Regional Business Development Manager - Investments
Aviva —London
- Part-time
- Business development
- IT
- Communication skills
- Employee discount
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Marketing Specialist
Wellington Management —London
- Full-time
- Remote
- Project management
- Presentation skills
- Organisational skills
Internal Business Development Executive/Manager
Triple Point —London
- Sales
- Customer service
- Salesforce

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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

Refine Your Search

ifa jobs in london, eng

IFA Administrator

IFA Administrative Assistant

Fostering Panel Chair - Independent Fostering Agency

Trainee Financial Adviser

IFA Administrator

Fees Administrator

Sales Team Lead - IFA & National Market Accounts

End Point Assessor for Learning and Skills Teacher (Level 5) - London

Partner Experience

End Point Assessor for Learning and Skills Teacher (Level 5) - West Midlands Region

End Point Assessor for Learning and Skills Teacher (Level 5) - South East Region

Head of Marketing

Head of UK Wealth Products

Financial Adviser

Head of Retail Retirement - BNY Investments

Regional Business Development Manager - Investments

Paraplanner FTC 12 month Maternity Cover

Financial Planner - Surrey

Marketing Specialist

Internal Business Development Executive/Manager

I want to receive the latest job alerts for ifa in london, eng

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