Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

IFA Administrative Assistant

Job LocationLondon
EducationNot Mentioned
Salary£17,000 - £23,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Up to £23,000 starting salary with the opportunity to join our Graduate Trainee Programme in 18 months.Fleet Street Financial Limited is one of the largest providers of financial advice to the barrister community. We now seek to recruit administrative assistants to largely assist our administration team in what is likely to be your first role after full time education.Whilst there is no capacity to currently join our Graduate Trainee Programme, there will be within 18 months. If successful, you will then have an opportunity to progress through Administration, Paraplanning and thereafter having the opportunity of being signed off as a fully qualified Independent Financial Adviser. Alternatively, the Graduate Trainee can forge a career as a highly technical and analytical senior Paraplanner.Please note that we currently work from home due to Covid and that the office will reopen in line with Government guidelines.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 in 18 months
  • 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 (Avelo Office/Iress) 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
  • What you will need:
  • 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 £23,000
  • 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 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
  • APPLY NOW

    IFA Administrative Assistant Related Jobs

    © 2019 Naukrijobs All Rights Reserved