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 accuratelyThe 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-driverInterested? 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
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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)