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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.
* First point of contact for client queries
* Maintain records and ensure FCA compliance
* Support advisors with workflow and priorities
* Complete admin tasks and process new business
* Liaise with providers and investment platforms
The ideal candidate will have:
* MUST HAVE experience within Wealth Management/ Financial Advisory
* Knowledge of pensions, investments and protection products
* Ability to commute to Bromsgrove office
* Strong written and verbal communication skills
If you have previous experience within wealth management or financial advisory services, don’t hesitate to get in touch now!
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