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Financial Services Administrator

2 months ago

Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time
IFA Administrator Opportunity

We are seeking an experienced IFA Administrator to join our team in Amersham. As an IFA Administrator, you will be responsible for providing administrative support to our financial advisors, including data entry, chasing suppliers, submitting applications, writing reports, and conducting research.

About the Role

This is an excellent opportunity to develop your skills and knowledge in the financial services industry. You will work in a stable and growing independent financial advisory business, where you can learn from experienced professionals and contribute to the growth of the company.

Key Responsibilities
  • Provide administrative support to financial advisors, including data entry, chasing suppliers, and submitting applications
  • Write reports and conduct research to support the financial advisors
  • Assist with general office and client administration
What We Offer

We offer a competitive salary, private pension, and 22 holiday days. You will also have the opportunity to progress your career within the company, with support for gaining any necessary exams or qualifications.

We are a close-knit team that values long-term relationships with our staff and clients. We offer a relaxed but hard-working environment, where you can achieve your goals and enjoy a good work-life balance.