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Financial Advisory Administrator Career Progression

2 months ago

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

We are seeking an experienced IFA Administrator to join our team and take the next step in their career as a Paraplanner. As a key member of our financial advisory team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth delivery of our services to clients.

Key Responsibilities:
  • Provide administrative support to financial advisors, including data entry, chasing suppliers, and submitting applications.
  • Assist with report writing, research, and presentation preparation.
  • Maintain and update client files, send letters of authority, and communicate with clients via email and phone.
  • Utilize PowerPoint and Microsoft 365 to a high level.
Requirements:
  • RO1, RO2, RO3 qualified and working towards RO4.
  • Experience in financial advisory services, with a strong understanding of the industry.
  • Ability to work on-site, Monday to Friday, 09h00 - 17h30.
  • Willingness to grow general advisory knowledge and skills.
What We Offer:
  • A stable and growing independent financial advisory business.
  • The opportunity to develop your career in the industry.
  • A supportive team environment, with opportunities for growth and development.
  • A competitive salary and benefits package.

We are an equal opportunities employer and welcome applications from all suitable candidates. If you are a motivated and experienced IFA Administrator looking to take the next step in your career, please apply now with an up-to-date copy of your CV.