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Experienced Financial Planning Coordinator

2 months ago

Honiton, Devon, United Kingdom Bond Rec Full time

Job Opportunity at Bond Rec

**About the Role**

We are seeking a highly skilled and organized individual to join our team as an Administrator. As a key member of our team, you will provide administrative support to our Director and contribute to the smooth operation of our office.

**Key Responsibilities**

* Provide administrative assistance to the Director, including data entry, policy management, and fee processing
* Gather and analyze data for policy due diligence, including platform due diligence
* Assist the office manager and servicing manager as needed
* Develop and maintain knowledge of the financial services industry and Intelligent Office software

**Requirements**

* Financial services industry experience and knowledge of Intelligent Office software
* Strong organizational and communication skills
* Ability to work independently and as part of a team

**What We Offer**

* A dynamic and supportive work environment
* Opportunities for professional growth and development
* Competitive salary and benefits package

**How to Apply**

If you are a motivated and detail-oriented individual with a passion for financial services, please submit your application to Bond Rec.