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IFA Administrator

3 months ago

Bourne End, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time
IFA Administrator (Study Support / Progression)

30, , Days Holiday + Stable Company + 5% Matched Pension + Study Support

Bourne End

Are you an IFA Admin or similar looking to join a well-established IFA, which will offer you a Study Support to acheive your level 4, progression to paraplanning and exciting / varied work?


On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice.

They are going through a period of organic growth and are looking for an administrator to bolster their team.

Your role will involve collating client information, processing investments, producing letters,


This role would suit an IFA Admin looking for a tight knit firm who are focused on giving the best service possible to their clients and looking after their staff.

The Role
Collating client information
Processing Investment Platform administration tasks
Producing client illustrations and letters
Helping manage the advice process through to completion.
Monday to Friday 9am-5pm with a 4:30pm finish on a Friday

The Person
Background in Financial Services
Looking for training and progression
Commutable to Bourne End

Reference Number:13839

Key words:
Admin, finance, consultant, clients, planning.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.


Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

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