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 skills and ability to build relationships with clients and colleagues
• Ability to commute to office in Bromsgrove- not well suied to a non-driver

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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