Bond Recruitment is seeking an organized financial administration assistant to support client servicing in a financial planning environment. You will handle inquiries via phone, email and portal, prepare meeting packs, and ensure accurate recording of communications.
The role involves processing new business, liaising with product providers, and maintaining compliant client records on Intelliflo. A proactive, detail-oriented approach and familiarity with FCA rules are essential.
Client-First Financial Services Administrator employer: Bond Recruitment
Join a nurturing and inclusive primary school in Upton Park, where you will be part of a dedicated team committed to making a difference in the lives of children with special educational needs. With a strong emphasis on professional development, you will have ample opportunities for growth while enjoying a supportive work culture that values collaboration and innovation. This role not only offers competitive pay but also the chance to create meaningful connections and foster a positive learning environment for students.
