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- Tasks: Assist clients and build relationships while providing administrative support in financial services.
- Company: Join a leading UK Financial Advisory and Wealth Management Firm in Bromsgrove.
- Benefits: Enjoy hybrid working, flexible hours, and a competitive salary starting at £30,000.
- Why this job: Be part of a supportive culture where your communication skills shine and impact clients positively.
- Qualifications: Experience in financial services is essential; knowledge of pensions and investments is a plus.
- Other info: Evening appointments available for job seekers; apply now for a quick response!
The predicted salary is between 24000 - 42000 £ per year.
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.
Interested? 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
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(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.)
Financial Services Personal Assistant employer: Bell Cornwall Recruitment
Contact Detail:
Bell Cornwall Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Personal Assistant
✨Tip Number 1
Make sure to highlight your experience in financial services and wealth management during any networking opportunities. Attend industry events or webinars where you can meet professionals in the field, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the specific investment platforms mentioned in the job description. If possible, take online courses or tutorials to enhance your knowledge, as demonstrating this expertise can set you apart from other candidates.
✨Tip Number 3
Practice your communication skills by engaging in role-playing scenarios with friends or colleagues. Being able to articulate your thoughts clearly and build rapport will be crucial in a client-facing role like this one.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and how they interact with clients can help you tailor your approach during interviews, showing that you are a good fit for their team.
We think you need these skills to ace Financial Services Personal Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and wealth management. Emphasise your knowledge of pensions, investments, and protection products, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and ability to build relationships. Mention specific examples of how you've successfully liaised with clients or third parties in previous roles.
Highlight Relevant Experience: In your application, clearly outline your experience with investment platforms and any administrative support you've provided to financial advisors or paraplanners. This will demonstrate your suitability for the position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial services industry.
How to prepare for a job interview at Bell Cornwall Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial products like pensions, investments, and protection. Be prepared to discuss how these products work and their relevance to clients' needs during the interview.
✨Demonstrate Strong Communication Skills
Since client service is key for this role, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully built relationships with clients or colleagues in previous roles.
✨Familiarise Yourself with Investment Platforms
If you have experience with investment platforms, be ready to discuss them in detail. If not, do some research on popular platforms used in the industry to show your willingness to learn and adapt.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about their approach to client service or how they support their Personal Assistants in their professional development.
