Financial Services Expert

16 hours ago


Honiton, Devon, United Kingdom Bond Rec Full time
Job Title: Administrator

We are seeking a highly skilled professional to join Bond Rec, a reputable Independent Financial Advisers firm in Devon.

The successful candidate will possess excellent interpersonal skills and be able to work closely with our Director.

This role offers a hybrid approach, allowing for remote work when self-sufficient.

  • Experience in the financial services industry is essential.
  • The ideal candidate will assist with report template updates, updating advice file check sheets, and checking files for completeness.
  • They will also be responsible for adding fees and policies onto IO, as well as gathering data for policies, such as platform due diligence.
  • Ongoing tasks include helping the office manager/servicing manager in their absence and performing high-level work alongside administrative tasks.

Estimated Salary: £28,000 per annum (dependent on experience)

Bond Rec offers a competitive salary and a dynamic work environment.



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