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Financial Advisory Services Administrator

2 months ago

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

We are seeking a highly skilled and motivated Financial Advisory Services Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service.

Key Responsibilities:
  • General financial advisory administration, including data entry, chasing suppliers, and submitting applications
  • Report writing, conducting research, and presentation preparation
  • Maintaining and updating client files, sending letters of authority, and client communication via email and phone
  • Powerpoint and Microsoft 365 experience to a high level
Requirements:
  • RO1, RO2, RO3 qualified and either have completed or busy with RO4
  • Working in financial advisory services with exposure to a broad range of tasks involved in supplying a full financial advisory service to clients
  • Happy to be based on site 09h00 - 17h30 Monday to Friday
  • Wants to grow general advisory knowledge
What We Offer:
  • A stable and growing independent financial advisory business
  • The opportunity to develop your career in the industry
  • A close-knit team environment
  • The chance to grow your financial advisory knowledge
  • A competitive salary and benefits package

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