Financial Advisory Administrator

1 month ago


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

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
Requirements:
  • 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
What We Offer:
  • 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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