Financial Services Coordinator
4 weeks ago
We are seeking a highly organized and detail-oriented IFA Admin to join our team at Ernest Gordon Recruitment Limited. As an IFA Admin, you will play a crucial role in supporting our advisors by processing new business applications, fund switches, and investment withdrawals.
Key Responsibilities:
- Process new business applications, fund switches, and investment withdrawals in a timely and accurate manner.
- Manage client data with precision and attention to detail.
- Conduct product research using systems like Adviser Asset & FE Analytics.
About the Role:
This is an exciting opportunity to join a rapidly expanding and tight-knit team of Chartered Financial planners and wealth managers. We offer a premium service to a range of clients and provide ample training and study support to assist in the rapid progression of your career.
What We Offer:
- A competitive salary of £27,000 - £31,000.
- Training and development opportunities to support your career progression.
- Supported study to help you achieve your goals.
- Company benefits and a positive work-life balance.
Location:
We are based in a convenient location, with easy access to public transportation.
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