Financial Advisory Administrator
4 days ago
We are seeking a highly skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our financial advisory business, you will play a vital role in supporting our advisers with general administration tasks.
Key Responsibilities:- Assist advisers with data entry, chasing suppliers, and submitting applications
- Write reports, conduct research, and prepare presentations
- 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
- RO1, RO2, RO3 qualified and working towards RO4
- Experience in general advisory services, supporting advisors with administration and client queries
- Happy to be based on-site, Monday to Friday, 09h00 - 17h30
- A stable and growing independent financial advisory business
- The opportunity to develop your skills and knowledge in financial advisory services
- A supportive team environment with opportunities for progression
We are an equal opportunities employer and welcome 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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Financial Advisory Administrator
7 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory Administration Role **Job Summary:** We are seeking a skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment. 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 advisory services. **Key...
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Financial Advisory Administrator
7 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory Administration Role **Job Summary:** We are seeking a skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment. 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 advisory services. **Key...
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Financial Advisory Administrator
4 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe 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...
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Financial Advisory Administrator
4 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe 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...
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Financial Advisory Administrator
7 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory Administrator OpportunityWe 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 business.Key Responsibilities:General...
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Financial Advisory Administrator
1 week ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory Administrator OpportunityWe 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 business.Key Responsibilities:General...
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Financial Advisory Administrator
4 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe 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...
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Financial Advisory Administrator
4 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe 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...
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Financial Advisory Administrator
4 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA Administrator OpportunityWe are seeking a highly skilled IFA 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 business.Key Responsibilities:General financial advisory...
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Financial Advisory Administrator
4 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA Administrator OpportunityWe are seeking a highly skilled IFA 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 business.Key Responsibilities:General financial advisory...
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Financial Advisory Services Administrator
3 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Services AdministratorWe 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...
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Financial Advisory Services Administrator
3 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Services AdministratorWe 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...
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Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator Career ProgressionWe 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...
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Paraplanner (Financial Advisory Services)
7 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory Administrator (Paraplanning Role)We are seeking a highly skilled and experienced Paraplanner to join our team as a Financial Advisory Administrator. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth delivery of our services to clients.Key...
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Paraplanner (Financial Advisory Services)
7 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory Administrator (Paraplanning Role)We are seeking a highly skilled and experienced Paraplanner to join our team as a Financial Advisory Administrator. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth delivery of our services to clients.Key...
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Financial Services Administrator
3 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeJob OpportunityWe are seeking an IFA Administrator to join our team at Ernest Gordon Recruitment.Job Summary:The successful candidate will be responsible for providing administrative support to our financial advisory services team.Key Responsibilities:Assist in the development of paraplanning skillsContribute to the growth and stability of our independent...
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Financial Services Administrator
3 days ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeJob OpportunityWe are seeking an IFA Administrator to join our team at Ernest Gordon Recruitment.Job Summary:The successful candidate will be responsible for providing administrative support to our financial advisory services team.Key Responsibilities:Assist in the development of paraplanning skillsContribute to the growth and stability of our independent...
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Pensions Operations Specialist
1 month ago
Amersham, Buckinghamshire, United Kingdom Quantum Advisory Full timeJob OverviewQuantum Advisory is offering a remarkable opportunity for a Pensions Administrator to become an integral part of our organization.Location: Flexible working arrangements availableCompensation: Competitive salary range based on experienceEmployment Type: Full Time, PermanentAbout Quantum Advisory:At Quantum Advisory, we pride ourselves on...
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Pensions Coordinator
1 month ago
Amersham, Buckinghamshire, United Kingdom Quantum Advisory Full timeJob OverviewQuantum Advisory is seeking a dedicated Pensions Administrator to enhance our operational capabilities.Location: Flexible work arrangement with remote options available.Compensation: Competitive salary range based on expertise and experience.Employment Type: Full-Time, Permanent PositionAbout Our Firm:At Quantum Advisory, we pride ourselves on...
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Pensions Coordinator
1 month ago
Amersham, Buckinghamshire, United Kingdom Quantum Advisory Full timeJob OverviewQuantum Advisory is offering a rewarding opportunity for a Pensions Administrator to contribute to our esteemed organization.Location: Flexible working arrangements available.Compensation: Competitive salary range based on experience.Employment Type: Full Time, Permanent PositionAbout Quantum Advisory:At Quantum Advisory, we pride ourselves on...