Client Services Executive - Financial Planning
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
Sutton Coldfield (Office based)
£30,000 to 35,000 depending on experience
Ref: JC/BCR/32442a
Bell Cornwall Recruitment are currently searching for an experienced Client Services Executive - Financial Planning or IFA Administrator with experience of working for an IFA to support the Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield.
The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
The help with range of different 'products' from Pensions, Investments, Protection and more.
What we're looking for
This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice.
You'll have:
- Essential: Previous experience working as a Client Services Executive - Financial Planning or IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
- Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
- A good understanding of pensions, investments, ISAs and protection products.
- Excellent organisational skills and exceptional attention to detail.
- Strong communication and customer service skills.
What you'll be doing
Your responsibilities will include:
- Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
- Managing advisers' diaries and arranging client meetings.
- Preparing client meeting packs, valuations and review documentation.
- Processing new business for pensions, investments, ISAs and protection policies.
- Submitting applications and ensuring all documentation is accurate and compliant.
- Monitoring applications through to completion and keeping clients and advisers updated on progress. xgikmsk
- Using provider platforms to obtain valuations, process transactions, request information and service existing business.
- Liaising with investment platfor...
Client Services Executive - Financial Planning in Four Oaks employer: Bell Cornwall Recruitment Careers
Join a well-established law firm in Birmingham that values its employees and fosters a supportive work culture. With competitive salaries and opportunities for professional growth, this firm is dedicated to helping you thrive in your legal career while making a meaningful impact in family law. Enjoy the benefits of working in a collaborative environment where your expertise is valued and your contributions make a difference.
Contact Details:
Bell Cornwall Recruitment Careers Recruitment Team
