IFA Client Service Executive BCR/AK/31740 Competitive salary (above £30K) Bromsgrove Bell Cornwall Recruitment has supported this client with recruitment for many years, and knows them to be a successful business experiencing steady and sustained growth across a number of years. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the IFA Client Service Executive position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services. The role: Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to Communication with providers and third parties, utilising investment platforms Administrative support to IFAs ad Paraplanners Maintain client records and data accurately The ideal IFA Client Service Executive will have: Experience in financial services/ wealth management (must have) Understanding of multiple financial products such as pensions, investments and protection Experience with multiple investment platforms (highly desirable) Excellent communication ...