Financial Services Administrator
1 month ago
We are seeking a highly skilled and motivated IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As an IFA Administrator, you will play a vital role in supporting our financial advisors with their general administration tasks.
Key Responsibilities:- Assist financial advisors with data entry, chasing suppliers, and submitting applications.
- Write reports, conduct research, and prepare presentations.
- 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.
- RO1, RO2, and RO3 qualified, with either completed or in-progress RO4.
- Experience working in a general advisory firm, with exposure to a broad range of tasks involved in supplying a full financial advisory service to clients.
- Ability to work on-site, Monday to Friday, 09h00 - 17h30.
- A stable and growing independent financial advisory business.
- The opportunity to develop your skills and knowledge in financial advisory services.
- A supportive team environment, with opportunities for progression and career growth.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position, and the offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
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Customer Service Administrator
5 months ago
Amersham, United Kingdom BRUIN Financial Full timePermanent - Amersham, **Ref**: 35386 Customer Service Admin Assistant - Amersham - 22k An exciting opportunity has arisen to join a leading financial consultancy based in Amersham. The Financial Services Organisation is seeking a Customer Service Admin Assistant to join on a full time permanent basis. Do you have a passion for customer service? Do you...
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Financial Services Administrator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Careers Full timeFinancial Services Administrator RoleWe 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...
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Senior Financial Services Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and...
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Senior Financial Services Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and...
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Trainee Financial Services Administrator
5 months ago
Amersham, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of up to £24,000.00** **Highly competitive and comprehensive benefits package (full list below)** **Office-based, with flexibility for occasional Hybrid-working.** Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role...
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Trainee Financial Services Administrator
5 months ago
Amersham, United Kingdom Succession Wealth Full time**Trainee Administrator - Wealth Management** **Excellent benefits package (see below for full details)** **Salary of up to £25,000 DOE** **Office based, from our Amersham office** Are you looking for an Entry-Level position that will allow you to break into the Financial Services industry? Do you want to step into a role with an industry leading...
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Senior Financial Services Administrator
5 months ago
Amersham, United Kingdom Succession Wealth Full time**Senior Wealth Management Administrator** **Salary of up to £36,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - blend of home and office working - from our Amersham Office** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth...
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Financial Advisory Administrator
2 months ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA Administrator OpportunityWe are seeking a highly skilled IFA 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...
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Financial Advisory Administrator
2 months ago
Amersham, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Administrator OpportunityWe are seeking a highly skilled and experienced Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a Financial Advisory Administrator, you will play a crucial role in supporting our financial advisors with their general administration tasks, including data entry, chasing...
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Financial Advisory Administrator
2 weeks ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeJob Title: Financial Advisory AdministratorJob Summary: We are seeking a highly skilled and experienced Paraplanner to join our team as a Financial Advisory Administrator. The ideal candidate will have a strong background in financial advisory services, with experience in general administration and client communication.Key Responsibilities:Assist financial...
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Financial Advisory Administrator
2 months ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA Administrator OpportunityWe are seeking a highly skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our financial advisory business, you will play a vital role in supporting our advisers with general administration tasks.Key Responsibilities:Assist advisers with data entry, chasing suppliers, and...
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Financial Services Coordinator
3 weeks ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeJob DescriptionErnest Gordon Recruitment is seeking a skilled Financial Services Coordinator to join our team in Amersham. As an IFA Administrator, you will have the opportunity to develop your skills and progress to a paraplanner role in a stable and growing independent financial advisory business.Key Responsibilities:Provide administrative support to the...
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Financial Advisory Administrator
1 month ago
Amersham, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Services **Job Summary:** We are seeking a highly skilled and experienced Paraplanner to join our team in Amersham. As a Paraplanner, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial advisory services. **Key Responsibilities:** * Assist financial...
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Financial Advisory Administrator
1 month ago
Amersham, United Kingdom Ernest Gordon Recruitment Limited Full timeFinancial Advisory Services **Job Summary:** We are seeking a highly skilled and experienced Paraplanner to join our team in Amersham. As a Paraplanner, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial advisory services. **Key Responsibilities:** * Assist financial...
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Financial Services Coordinator
3 weeks ago
Amersham, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory Services RoleWe are seeking an IFA Administrator to join our team at Ernest Gordon Recruitment, where you can develop your skills and progress your career in a stable and growing independent financial advisory business.Key Responsibilities:Provide administrative support to our IFA teamAssist with paraplanner development and...
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Senior Financial Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator/Report Writer to join our team at an IFA Financial company. As a key member of our administrative team, you will be responsible for providing exceptional support to our Financial Advisors and client banks.Key Responsibilities:Prepare and complete...
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Senior Financial Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator/Report Writer to join our team at an IFA Financial company. As a key member of our administrative team, you will be responsible for providing exceptional support to our Financial Advisors and client banks.Key Responsibilities:Prepare and complete...
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Financial Advisor Assistant
1 month ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full timeFinancial Advisory AdministratorWe are seeking a highly skilled and experienced Paraplanner to join our team as a Financial Advisory Administrator. 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...
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Paraplanner Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeParaplanner Fully Funded Level 6We are seeking a skilled Paraplanner to join our team at Ernest Gordon Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our financial advisory services team.Key Responsibilities:General financial advisory administrationReport writing, conduct research, presentation preparationMaintain and...
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Paraplanner Administrator
4 weeks ago
Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full timeParaplanner Fully Funded Level 6We are seeking a skilled Paraplanner to join our team at Ernest Gordon Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our financial advisory services team.Key Responsibilities:General financial advisory administrationReport writing, conduct research, presentation preparationMaintain and...