Current vacancy



Remuneration Structure:

Basic Annual Salary: £25,000+
Dependent on experience and qualifications

Bonus Structure: Yes

Additional Benefits: 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
Exam support (if desired)

The firm, the department, and the role

Do you have some experience within IFA administration?

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 to join our team. This will particularly suit if you want structured career development, mentoring, exam support, progressing into a technical role with the opportunity to provide client advice.

You will have the flexibility of working from home and the office.

Key accountabilities & responsibilities

• Perform general back office duties
• Learn all firm processes and our ‘client journey’, as well as all compliance requirements
• IFA administration duties, not limited to:
– 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

• 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 in the future
• Excellent prioritisation skills to meet, if not exceed, deadlines
• The ability to manage expectations of all staff and clients
• Minimum 6 months experience in an IFA firm


• Sociable and enjoy being part of a team!
• Self-driven and results-oriented, with a positive outlook.
• Mature, reliable, tolerant and determined to ensure excellent outcomes for clients