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Client:
Bell Cornwall
Location:
Bromsgrove, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
8495b80a5a3d
Job Views:
17
Posted:
25.08.2025
Expiry Date:
09.10.2025
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Job Description:
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:
* 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 and Paraplanners
* Maintain client records and data accurately
The ideal Financial Services Personal Assistant 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 suited to a non-driver
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