This position is only open to those with direct wealth management, IFA or pension experience, regulated by the FCA.
Are you the right candidate for this opportunity Make sure to read the full description below.
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.