Financial Services Administrator

1 week ago

Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Careers Full time

Financial Services Administrator Role

We are seeking a skilled Paraplanner to join our team at Ernest Gordon Recruitment Careers. As a Paraplanner, you will be responsible for assisting our advisers with their general admin tasks, including data entry, chasing suppliers, submitting applications, writing reports, conducting research, and general office and client administration.

This is an excellent opportunity for a Paraplanner to grow their financial advisory knowledge, be part of a close-knit team, and contribute to the business's goal of doubling its turnover over the next 5 years.

Key Responsibilities:

  • Data entry and administration tasks
  • Assisting advisers with their general admin
  • Chasing suppliers and submitting applications
  • Writing reports and conducting research
  • General office and client administration

What We Offer:

  • A stable and growing independent financial advisory business
  • The opportunity to grow your financial advisory knowledge
  • A close-knit team environment
  • The chance to contribute to the business's growth and success

Requirements:

  • Experience as a Paraplanner or in a similar role
  • Strong administrative skills
  • Ability to work in a team environment
  • Good communication and interpersonal skills

How to Apply:

Please submit your application, including your CV and a cover letter, to Ernest Gordon Recruitment Careers.

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