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Financial Planning Coordinator

2 months ago

Honiton, Devon, United Kingdom Bond Rec Full time

Job Summary:

Bond Rec is seeking a highly skilled and organized Financial Planning Coordinator to join our team. As a key member of our administration department, you will provide critical support to our Director and contribute to the success of our business.

Key Responsibilities:

  • Provide administrative support to the Director, including updating report templates, checking files for completeness, and gathering data for policy reviews.
  • Assist with updating advice file check sheets and adding fees and policies onto our Intelligent Office system.
  • Conduct research and gather data for policy reviews, including platform due diligence.
  • Support the office manager and servicing manager as needed, including covering their responsibilities in their absence.
  • Perform a range of administrative tasks, including data entry, filing, and record-keeping.
  • Contribute to the development of our business by identifying areas for improvement and implementing changes.

Requirements:

  • Proven experience in a financial services industry role, with a strong understanding of financial services and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
  • Highly organized and able to prioritize tasks effectively, with a strong attention to detail.
  • Ability to work independently and as part of a team, with a flexible approach to work.
  • Intelligent Office experience is highly desirable.

What We Offer:

Bond Rec is a highly respected and established business in the financial services industry. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.