Financial Services Administrator

2 weeks ago


Honiton, Devon, United Kingdom Bond Rec Full time
Job Opportunity

We are seeking a highly skilled and organized Administrator to join our team at Bond Rec, a respected firm of Independent Financial Advisers in Devon.

The successful candidate will have excellent interpersonal skills, be a good listener, and possess a good sense of humour.

As an Administrator, you will work closely with our Director, supporting them in their daily tasks and responsibilities.

Key responsibilities include:

  • Updating report templates and advice file check sheets
  • Checking files for completeness and accuracy
  • Adding fees and policies onto our Intelligent Office system
  • Gathering data for policies, such as platform due diligence
  • Providing administrative support to the office manager and servicing manager as needed

We are looking for a candidate who is willing to learn and take on new challenges, while also being happy to carry out administrative tasks.

If you are a motivated and organized individual with a passion for financial services, we would love to hear from you.



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