IFA Administrative Assistant Full Time NEW

Up to £28,000 starting salary with the opportunity to join our Graduate Trainee Programme.

Fleet Street Wealth is one key providers of financial advice to the barrister community. We now seek to recruit an administrative assistant to largely assist our administration team in what is likely to be your first role after full time education.

If successful, you will then have an opportunity to progress through both our Administration and Technical departments. Thereafter having the opportunity of being signed off as a fully qualified chartered financial planner. Alternatively, the Graduate Trainee can forge a career as a highly technical and analytical senior Paraplanner.

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.

You will love this job if you:

• Would like to begin a career in financial planning with the aim of joining our graduate training programme
• Keen to learn and be mentored
• 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, multitask and work under pressure
• Enjoy autonomy and having your opinions both heard and acted upon

What you will do:

Assisting our administration team and general back office duties, for example:

• Learn all firm processes and our ‘client journey’ as well as all compliance requirements
• Receiving and dealing with income post
• Filing and data cleansing
• Sending letter of authorities/agency changes as well as chasing for information
• Keeping our back-office (Xplan and Papercloud) system up to date
• Gathering up-to-date information and assisting with pre- and post-client review meetings
• Obtaining updates on client applications
• Checking validity (with referenced time frames) of internal compliance documents
• Dealing with client queries or internal projects with the assistance of the relevant departments

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 B in Maths and English at GCSE (or equivalent)
• A minimum of 2:1 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

The offer:

• Basic annual salary will be dependent on experience – up to £28,000
• Normal working hours: 9am – 5.30pm (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 the discretion of management)
• Opportunity to join Graduate Training Programme
• 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
• Death in Service
• Income Protection

Job Types: Full-time, Permanent

Pay: Up to £28,000.00 per year

Application question(s):

• Do you have a relevant degree that will allow your joining onto the Graduate Training Programme with a 2:1 or above?

Work Location: Hybrid remote in London WC1V 7PB