Financial Services Personal Assistant
BCR/TH/31740
Competitive Salary (£30,000+)
Bromsgrove
Bell Cornwall Recruitment is looking for an outstanding candidate to join one of the UK’s leading Financial Advisory and Wealth Management Firms. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the Financial Services Personal Assistant 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:
1. 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
2. Communication with providers and third parties, utilising investment platforms
3. Administrative support to IFAs ad Paraplanners
4. Maintain client records and data accurately
The ideal Financial Services Personal Assistant will have:
5. Experience in financial services/ wealth management (must have)
6. Understanding of multiple financial products such as pensions, investments and protection
7. Experience with multiple investment platforms (highly desirable)
8. Excellent communication skills and ability to build relationships with clients and colleagues
9. Ability to commute to office in Bromsgrove- not well suited to a non-drive