Financial Services Administrator

2 weeks ago


Honiton, Devon, United Kingdom Bond Rec Full time
Job 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 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


  • Honiton, Devon, United Kingdom Bond Rec Full time

    Job Title: IFA AdministratorWe 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...


  • Honiton, Devon, United Kingdom Bond Rec Full time

    Job Title: IFA AdministratorWe 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...


  • Honiton, Devon, United Kingdom Bond Rec Full time

    Job 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...


  • Honiton, Devon, United Kingdom Bond Rec Full time

    Job 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...


  • Honiton, Devon, United Kingdom Triumph Consultants Ltd Full time

    Job 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...


  • Honiton, Devon, United Kingdom Bond Rec Full time

    Job 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...


  • Honiton, Devon, United Kingdom Bond Rec Full time

    Job 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...


  • Honiton, Devon, United Kingdom EDDC Full time

    Job 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...


  • Honiton, Devon, United Kingdom EDDC Full time

    Job 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...


  • Honiton, Devon, United Kingdom Pro-Finance Full time

    Accounts 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...


  • 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...


  • 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...

  • Service Coordinator

    5 days ago


    Honiton, Devon, United Kingdom The West Group Full time

    Key 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...

  • Financial Accountant

    2 weeks ago


    Honiton, Devon, United Kingdom Triumph Consultants Ltd Full time

    Job 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...

  • Financial Accountant

    2 weeks ago


    Honiton, Devon, United Kingdom Triumph Consultants Ltd Full time

    Job 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...

  • Financial Accountant

    2 weeks ago


    Honiton, Devon, United Kingdom Triumph Consultants Ltd Full time

    Job 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...

  • Financial Accountant

    3 weeks ago


    Honiton, Devon, United Kingdom Triumph Consultants Ltd Full time

    Job 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...

  • Financial Accountant

    3 weeks ago


    Honiton, Devon, United Kingdom Triumph Consultants Ltd Full time

    Job 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...

  • 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...

  • 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...