Financial Planning Coordinator

2 weeks ago


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

We are seeking a highly skilled and organized individual to join our team as a Financial Planning Assistant at Bond Rec.

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

This role will involve working closely with our Director, updating report templates, and checking files for completeness.

  • Experience in the financial services industry is required, with a focus on working closely with senior staff.
  • Responsibilities will include updating advice file check sheets, gathering data for policies, and adding fees and policies onto our Intelligent Office system.
  • The ideal candidate will be willing to step in to help with administrative tasks and be flexible in their approach to work.

We are looking for a motivated and detail-oriented individual who is passionate about delivering exceptional results.

If you are a team player with a strong work ethic and a desire to learn and grow, we encourage you to apply for this exciting opportunity.



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