Financial Services Administrator
2 weeks ago
We are seeking a highly organized and detail-oriented Administrator to join our team at Bond Rec. As an IFA Administrator, you will play a crucial role in supporting our Director and contributing to the success of our financial services firm.
Key Responsibilities:- Provide administrative support to the Director, including report template updates, advice file check sheets, and file completeness checks.
- Update Intelligent Office with fees and policies, utilizing your experience with IO to ensure accuracy and efficiency.
- Gather data for policies, such as platform due diligence, and maintain accurate records.
- Assist the office manager and servicing manager as needed, demonstrating flexibility and a willingness to learn.
- Carry out administrative tasks and high-level work, showcasing your ability to adapt to various responsibilities.
If you are a motivated and organized individual with a passion for the financial services industry, we encourage you to apply for this exciting opportunity.
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Financial Services Administrator
2 weeks ago
Honiton, Devon, United Kingdom Bond Rec Full timeJob OpportunityWe 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...
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Financial Services Administrator
2 weeks ago
Honiton, Devon, United Kingdom Bond Rec Full timeJob OpportunityWe 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...
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Financial Services Administrator
2 weeks ago
Honiton, Devon, United Kingdom Bond Rec Full timeJob Title: Administrator - Independent Financial Adviser (IFA)We are seeking an experienced Administrator to join our team at Bond Rec, a well-established and respected firm of Independent Financial Advisers in Devon.The successful candidate will work closely with our Director, supporting them in their daily tasks and responsibilities. Initially, the role...
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Financial Services Administrator
2 weeks ago
Honiton, Devon, United Kingdom Bond Rec Full timeJob Title: Administrator - Independent Financial Adviser (IFA)We are seeking an experienced Administrator to join our team at Bond Rec, a well-established and respected firm of Independent Financial Advisers in Devon.The successful candidate will work closely with our Director, supporting them in their daily tasks and responsibilities. Initially, the role...
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Financial Accountant
1 week ago
Honiton, Devon, United Kingdom Triumph Consultants Ltd Full timeJob Title: Financial Accountant - Housing ServicesTriumph Consultants Ltd is seeking a highly skilled Financial Accountant to join our team in Honiton, Devon. As a key member of our Housing Services team, you will be responsible for providing timely and accurate financial advice, support, and information to managers to help them meet their purpose.Key...
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Experienced Financial Planning Assistant
3 weeks ago
Honiton, Devon, United Kingdom Bond Rec Full timeJob Title: Experienced Financial Planning AssistantWe are seeking a highly skilled and organized Financial Planning Assistant to join our team at Bond Rec. As a key member of our administration team, you will provide essential support to our Director and contribute to the smooth operation of our office.Key Responsibilities:Assist the Director with...
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Experienced Financial Planning Assistant
3 weeks ago
Honiton, Devon, United Kingdom Bond Rec Full timeJob Title: Experienced Financial Planning AssistantWe are seeking a highly skilled and organized Financial Planning Assistant to join our team at Bond Rec. As a key member of our administration team, you will provide essential support to our Director and contribute to the smooth operation of our office.Key Responsibilities:Assist the Director with...
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Insurance Administrator
3 weeks ago
Honiton, Devon, United Kingdom EDDC Full timeJob Title: Insurance Officer/AdministratorJob Summary:We are seeking an experienced Insurance Officer/Administrator to join our Financial Services team. The successful candidate will be responsible for providing administrative support for the Council's insurance function, including insurance claims handling, maintenance of insurance claims database, and...
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Insurance Administrator
3 weeks ago
Honiton, Devon, United Kingdom EDDC Full timeJob Title: Insurance Officer/AdministratorJob Summary:We are seeking an experienced Insurance Officer/Administrator to join our Financial Services team. The successful candidate will be responsible for providing administrative support for the Council's insurance function, including insurance claims handling, maintenance of insurance claims database, and...
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Financial Services Professional
7 days ago
Honiton, Devon, United Kingdom Pro-Finance Full timeAccounts Technician RoleWe are seeking an experienced Accounts Technician to join our team at Pro-Finance. As an Accounts Technician, you will be responsible for preparing financial statements, personal and corporate tax computations and returns, and providing bookkeeping and management accounts services.Key Responsibilities:Preparing financial statements...
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Client Service Manager
3 weeks ago
Honiton, Devon, United Kingdom Reed Full time{"title": "Client Service Manager - Paraplanner", "content": "Job SummaryWe are seeking a skilled Client Service Manager - Paraplanner to join our team at Reed. As a key member of our financial services team, you will be responsible for delivering exceptional client service and support to our clients.Key ResponsibilitiesManage and oversee the annual review...
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Client Service Manager
3 weeks ago
Honiton, Devon, United Kingdom Reed Full time{"title": "Client Service Manager - Paraplanner", "content": "Job SummaryWe are seeking a skilled Client Service Manager - Paraplanner to join our team at Reed. As a key member of our financial services team, you will be responsible for delivering exceptional client service and support to our clients.Key ResponsibilitiesManage and oversee the annual review...
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Service Coordinator
5 days ago
Honiton, Devon, United Kingdom The West Group Full timeKey Responsibilities:As a Service Coordinator at The West Group, you will play a vital role in ensuring seamless communication between customers and our service team.Key Skills:Exceptional phone etiquetteStrong administrative expertiseProficiency in computer applicationsWhat We Offer:A varied and interesting role that showcases your administrative expertise...
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Financial Accountant
2 weeks ago
Honiton, Devon, United Kingdom Triumph Consultants Ltd Full timeJob Title: Financial Accountant - Reconciliation SpecialistTriumph Consultants Ltd is seeking a highly skilled Financial Accountant to join our team as a Reconciliation Specialist. As a key member of our Financial Services team, you will be responsible for providing timely and accurate financial advice, support, and information to managers to help them meet...
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Financial Accountant
2 weeks ago
Honiton, Devon, United Kingdom Triumph Consultants Ltd Full timeJob Title: Financial Accountant - Reconciliation SpecialistTriumph Consultants Ltd is seeking a highly skilled Financial Accountant to join our team as a Reconciliation Specialist. As a key member of our Financial Services team, you will be responsible for providing timely and accurate financial advice, support, and information to managers to help them meet...
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Financial Accountant
2 weeks ago
Honiton, Devon, United Kingdom Triumph Consultants Ltd Full timeJob Title: Accountant - Financial Reconciliations (hybrid)Triumph Consultants Ltd is seeking an experienced Accountant to join our team in Honiton, Devon. As a key member of our Financial Services team, you will be responsible for providing timely and accurate financial advice, support, and information to managers to help them meet their purpose.Key...
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Financial Accountant
3 weeks ago
Honiton, Devon, United Kingdom Triumph Consultants Ltd Full timeJob Title: Accountant - Financial Reconciliations (hybrid)Triumph Consultants Ltd is seeking an experienced Accountant to join our team in Honiton, Devon. As a key member of our Financial Services team, you will be responsible for providing timely and accurate financial advice, support, and information to managers to help them meet their purpose.Key...
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Financial Accountant
3 weeks ago
Honiton, Devon, United Kingdom Triumph Consultants Ltd Full timeJob Title: Accountant - Financial Reconciliations (hybrid)Triumph Consultants Ltd is seeking an experienced Accountant to join our team in Honiton, Devon. As a key member of our Financial Services team, you will be responsible for providing timely and accurate financial advice, support, and information to managers to help them meet their purpose.Key...
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Service Coordinator
3 weeks ago
Honiton, Devon, United Kingdom The West Group Ltd Full time{"h3": "About the Role ", "p": "As a Service Coordinator at The West Group Ltd, you will be a vital link between customers and our service team, ensuring seamless communication and efficient resolution of issues. With a focus on administrative expertise and customer service skills, you will coordinate service requests, schedule appointments, and maintain...
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Service Coordinator
3 weeks ago
Honiton, Devon, United Kingdom The West Group Ltd Full time{"h3": "About the Role ", "p": "As a Service Coordinator at The West Group Ltd, you will be a vital link between customers and our service team, ensuring seamless communication and efficient resolution of issues. With a focus on administrative expertise and customer service skills, you will coordinate service requests, schedule appointments, and maintain...