At a Glance
- Tasks: Support financial advisors by managing client communications and processing financial products.
- Company: Boutique financial planning firm in Sutton Coldfield with a focus on client service.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Fast-paced role with potential for career advancement in the financial sector.
- Why this job: Join a dynamic team and help clients secure their financial futures.
- Qualifications: Experience in financial services administration and strong organisational skills required.
The predicted salary is between 49500 - 60500 £ per year.
- Assistant to Financial Advisor
- Sutton Coldfield (Office based)
- £30,000 to 35,000 depending on experience
Bell Cornwall Recruitment are currently searching for an experienced Assistant to Financial Advisor or an PA / administrator with experience of working in a financial planning company to support the Independent Financial Advisors at a small, 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.
- Essential: Previous experience working as a Financial Services 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
- 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.
- Using provider platforms to obtain valuations, process transactions, request information and service existing business.
- Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
- Preparing paperwork for annual reviews and ongoing client servicing.
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.
(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)
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Assistant to Financial Advisor in Birmingham employer: Bell Cornwall Recruitment
Bell Cornwall Recruitment is an excellent employer for graduates looking to kickstart their careers in recruitment. Located in the vibrant Birmingham City Centre, the company fosters a supportive work culture that prioritises employee growth and development, offering hands-on training and mentorship opportunities. With a focus on collaboration and strong communication, employees can thrive in a dynamic environment while building meaningful relationships with clients and candidates alike.
