Financial Services Administrator
2 weeks ago
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 will be based in our office, but as the candidate becomes more self-sufficient, they will have the opportunity to work from home or a hybrid approach.
Financial services industry knowledge is essential for this role, with experience of adding fees and policies onto IO (Intelligent Office) being a significant advantage. The ideal candidate will also have the ability to gather data for policies, such as platform due diligence.
As a key member of our team, the successful candidate will be willing to step in and support our Office Manager/Servicing Manager in their absence.
Key Responsibilities:
- Support the Director with daily tasks and responsibilities
- Work closely with the Office Manager/Servicing Manager to ensure seamless day-to-day operations
- Assist with gathering data for policies, including platform due diligence
- Experience with adding fees and policies onto IO (Intelligent Office)
Requirements:
- Financial services industry knowledge
- Experience with Intelligent Office (IO)
- Ability to work independently and as part of a team
- Excellent communication and organizational skills
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