Financial Planning Coordinator

2 weeks ago


Honiton, Devon, United Kingdom Bond Rec Full time

Job Opportunity at Bond Rec

About the Role

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Bond Rec. As a key member of our support staff, you will play a crucial role in ensuring the smooth operation of our financial services.

Key Responsibilities

  • Provide administrative support to our Director, including updating report templates and checking files for completeness.
  • Assist with gathering data for policies, such as platform due diligence.
  • Contribute to the maintenance of our Intelligent Office system, including adding fees and policies.
  • Support the office manager and servicing manager as needed.
  • Collaborate with our team to ensure the delivery of high-quality financial services.

Requirements

  • Experience in the financial services industry.
  • Strong organizational and communication skills.
  • Ability to work independently and as part of a team.
  • Proficiency in Intelligent Office software.

What We Offer

As a Financial Planning Administrator at Bond Rec, you will have the opportunity to work in a dynamic and supportive environment. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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