Financial Services Administrator

3 weeks ago


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

As a key member of our team at Ernest Gordon Recruitment Limited, you will have the opportunity to support our advisors in processing new business applications, fund switches, and investment withdrawals. You will also be responsible for managing client data and carrying out product research using systems like Adviser Asset & FE Analytics.

Our company provides ample training and study support to assist in the rapid progression of your career. You will be working with a rapidly expanding yet tight-knit Chartered Financial planners and wealth managers known for providing a premium service to a range of clients.

Key responsibilities include:
  1. Supporting advisors by processing new business applications, fund switches, and investment withdrawals.
  2. Managing client data.
  3. Carrying out product research while using systems like Adviser Asset & FE Analytics.


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