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Financial Advisory Administrator
2 months ago
We are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.
Key Responsibilities:
- General financial advisory administration
- Report writing and research
- Maintaining and updating client files
- Client communication via email and phone
- Powerpoint and Microsoft 365 experience to a high level
Requirements:
- RO1, RO2, RO3, RO4 qualified
- Experience working in financial advisory services
- Happy to be based on site Monday to Friday
- Willingness to grow general advisory knowledge
About Us:
Ernest Gordon Recruitment Limited is an equal opportunities employer and welcomes applications from all suitable candidates. We offer a stable and growing independent financial advisory business with opportunities for career growth and development.
Salary: £40,000 to £50,000 DOE + Private Pension + 22 Holiday Days + Progression