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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
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
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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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