Financial Administrator Assistant

1 week ago


Poole, Poole, United Kingdom Bond Williams Limited Full time

About the Role:

We are seeking an experienced Financial Administrator to support our Financial Planners with a variety of administrative tasks. This is a fantastic opportunity to join a well-established financial advisory firm and contribute to the success of our team.

Key Responsibilities:

  • Providing administrative support to Financial Planners
  • Managing client data and records
  • Preparing reports and presentations

About the Company:

Bond Williams Limited is a leading financial advisory firm that specialises in providing tailored financial solutions to individuals and businesses. We are committed to delivering exceptional service and building long-term relationships with our clients.

What We Offer:

We offer a competitive salary, a dynamic and supportive work environment, and opportunities for professional growth and development.

Requirements:

To be successful in this role, you will need to have excellent organisational skills, a strong attention to detail, and the ability to work effectively in a team.



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