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    IFA Administrator - Bourne End, Buckinghamshire, United Kingdom - Ernest Gordon Recruitment Limited

    Ernest Gordon Recruitment Limited
    Ernest Gordon Recruitment Limited Bourne End, Buckinghamshire, United Kingdom

    1 week ago

    Ernest Gordon Recruitment Limited background
    Description

    IFA Administrator (Study Support / 9-5) £40,000 - £50, Days Holiday + Stable Company + 5% Matched Pension + Study Support Bourne End Are you an IFA Admin looking to step up into a Paraplanner role in a tight knit IFA, which will offer you a Study Support, work balance and a great working environment? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice.

    Your role will involve supporting the advisers with their admin requirements. You will build relationships with stakeholders, complete suitability reports, make trades and complete all ad hoc admin. The Role * Collating client information * Undertaking research * Producing client illustrations * Writing suitability reports * Monday to Friday 9am-5pm with a 4:30pm finish on a Friday The Person * Financial Services experience * Level 4 part qualified as a minimum * Looking for a Paraplanner role
    Reference Number:11163 Key words: Admin, finance, consultant, clients, planning.

    Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

    By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.


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