Client Service Advisor
Ref: BCR/JP/31740
Bromsgrove
£30,000 – £35,000
Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.
Client Service Advisor responsibilities:
1. First point of contact for client queries
2. Maintain records and ensure FCA compliance
3. Support advisors with workflow and priorities
4. Complete admin tasks and process new business
5. Liaise with providers and investment platforms
The ideal candidate will have:
6. MUST HAVE experience within Wealth Management/ Financial Advisory
7. Knowledge of pensions, investments and protection products
8. Ability to commute to Bromsgrove office
9. Strong written and verbal communication skills
10. Excellent organisation skills
If you have previous experience within wealth management or financial advisory services, don’t hesitate to get in touch now!