Financial Advisory Administrator

1 day ago


Amersham, United Kingdom Ernest Gordon Recruitment Full time
Financial Advisory Administrator (Financial Advisory)

We are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a Financial Advisory Administrator, you will play a crucial role in supporting our financial advisory services, providing administrative support to our advisors, and ensuring the smooth operation of our business.

Key Responsibilities:
  • Provide administrative support to our 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, and RO4 qualifications.
  • Experience working in financial advisory services.
  • Ability to work on-site, Monday to Friday, 09h00 - 17h30.
  • Willingness to grow general advisory knowledge.
What We Offer:
  • A stable and growing independent financial advisory business.
  • The opportunity to become chartered and grow your career in the industry.
  • A close-knit team environment with opportunities for progression.
  • A competitive salary, private pension, and 22 holiday days.

Ernest Gordon Recruitment Limited is an equal opportunities employer and welcomes applications from all suitable candidates. The salary advertised is a guideline for this position, and the offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.



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