At a Glance
- Tasks: Support Independent Financial Advisors with administration, client communications, and meeting prep.
- Company: Friendly boutique financial firm in Sutton Coldfield.
- Benefits: Join a close-knit team with opportunities for professional growth.
- Other info: Office-based role in a supportive and collaborative environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience as an Assistant to a Financial Advisor or in IFA administration.
The predicted salary is between 49500 - 60500 £ per year.
Bell Cornwall Recruitment is seeking an experienced Assistant to a Financial Advisor or an PA/administrator with IFA experience to support Independent Financial Advisors at a boutique firm in Sutton Coldfield.
This is an office-based role at a friendly, close-knit practice.
The role involves day-to-day administration, client communications, meeting preparation and processing new business for pensions, investments, ISAs and protection products.
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Senior Financial Planning Assistant for IFA Team 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.
