Financial Services Coordinator

4 weeks ago


Manchester, United Kingdom Ernest Gordon Recruitment Limited Full time
IFA Admin (Progression to Advisor)

We are seeking a highly organized and detail-oriented IFA Admin to join our team at Ernest Gordon Recruitment Limited. As an IFA Admin, you will play a crucial role in supporting our advisors by processing new business applications, fund switches, and investment withdrawals.

Key Responsibilities:

  1. Process new business applications, fund switches, and investment withdrawals in a timely and accurate manner.
  2. Manage client data, ensuring accuracy and confidentiality.
  3. Conduct product research using systems like Adviser Asset & FE Analytics.

About the Role:

This is an exciting opportunity to join a rapidly expanding and tight-knit team of Chartered Financial planners and wealth managers. We offer a premium service to a range of clients and provide ample training and study support to assist in the rapid progression of your career.

What We Offer:

Competitive salary: £27,000 - £31,000 + Training + Progression + Supported Study + Company Benefits.

Location:

We are based in a convenient location, providing easy access to public transportation.



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