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Financial Advisory Administrator

2 months ago

Amersham, United Kingdom Ernest Gordon Recruitment Limited Full time
Job Title: Financial Advisory Administrator

We are seeking a highly skilled and experienced Financial Advisory Administrator to join our team in Amersham. 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 Responsibilities:
  • Provide administrative support to 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 qualified.
  • Experience working in financial advisory services.
  • Ability to work on-site in Amersham, Monday to Friday, 09h00 - 17h30.
What We Offer:
  • A stable and growing independent financial advisory business.
  • The opportunity to grow your financial advisory knowledge and skills.
  • A close-knit team environment with opportunities for career growth.
  • A competitive salary, private pension, and 22 holiday days.

We are an equal opportunities employer and welcome applications from all suitable candidates. If you are a motivated and experienced Financial Advisory Administrator looking for a new challenge, please apply now with an up-to-date copy of your CV.