Financial Advisory Administrator

1 month ago


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

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



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