Financial Services Administrator

1 month ago


Amersham, United Kingdom Ernest Gordon Recruitment Limited Full time
IFA Administrator Job Description

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.
Requirements:
  • 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.
What We Offer:
  • 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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