This position is only open to those with direct wealth management, IFA or pension experience, regulated by the FCA.
We are central London based financial planners and wealth managers, running £150m in income portfolios mainly for drawdown clients. We are fiercely independent, conduct our own research in-house, and need experienced administrators to deal directly with clients within our small team. Responsibility, initiative and reliability are key requisites.
The salary for the role is from £42,500 - £60,000 depending on ability and experience, and it could be pro rata as a part time role for the right person.
Responsibilities
* Client onboarding including data sourcing, ML sourcing
* Setting up and administering client accounts on Intelliflo and MS365 systems
* Ad hoc valuations and requests from clients
* Reconciling income from provider sites - AJ Bell, Transact, Standard Life, Utmost et al.
* Maintenance of client and company data and information on our servers.
* The administrative duties that everyone is involved in with a small firm.
* Standard FCA data reporting for compliance.
* Summary annual data reporting
Qualifications
8+ years of experience in an FCA authorised financial planning or wealth management firm.
Familiarity with provider systems and all MS365 tools.
Highly numerate and competent with excel.
Chancery Lane is a small company based in WC2, the strength of the firms is its technical expertise, client empathy and original research.