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IFA Client Service Executive, Bromsgrove
Client:
Bell Cornwall
Location:
Bromsgrove, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
10b7f0a5b731
Job Views:
5
Posted:
29.06.2025
Expiry Date:
13.08.2025
Job Description:
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. 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 financial products.
The role:
* Client service and liaison are paramount; building rapport and developing relationships so clients are happy to contact you
* Communication with providers and third parties, utilizing investment platforms
* Providing administrative support to IFAs and Paraplanners
* Maintaining accurate client records and data
The ideal IFA Client Service Executive will have:
* Experience in financial services/wealth management (required)
* Understanding of pensions, investments, and protection products
* Experience with multiple investment platforms (highly desirable)
* Excellent communication skills and relationship-building abilities
* Ability to commute to Bromsgrove office; being a driver is preferred
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