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Financial Planning Coordinator

2 months 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, a good sense of humor, and the ability to work closely with our Director.

The role will involve working in the office initially, with the potential for a hybrid approach when self-sufficient.

  • Financial services industry knowledge is essential, with responsibilities including working closely with the Director, updating report templates, and checking files for completeness.
  • Experience with Intelligent Office would be beneficial, as well as the ability to gather data for policies and perform administrative tasks.
  • The ideal candidate will be willing to step in to help the office manager or servicing manager in their absence and carry out more high-level work when required.

If you are a motivated and detail-oriented individual looking for a challenging role, please apply today and we will be in touch to discuss your application.