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.
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This posting is for the Client-First Financial Services Administrator role at Bond Recruitment, based in Greater London, England, United Kingdom.
Step into the Client-First Financial Services Administrator role at Bond Recruitment in Greater London, England, United Kingdom and grow with us.
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