Financial Advisory Administrator

7 days ago


Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full time
Financial Advisory Administrator Opportunity

We are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. 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 business.

Key Responsibilities:

  • General financial advisory administration
  • Report writing and research
  • Maintaining and updating client files
  • Client communication via email and phone

Requirements:

  • RO1, RO2, RO3 qualified and working towards RO4
  • Experience in financial advisory services
  • Excellent communication and organizational skills

What We Offer:

  • A stable and growing independent financial advisory business
  • The opportunity to develop your skills and knowledge in financial advisory services
  • A competitive salary and benefits package

About Us:

Ernest Gordon Recruitment Limited is an equal opportunities employer and welcomes applications from all suitable candidates. We are committed to providing a supportive and inclusive work environment.



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