Bell Cornwall Recruitment is seeking a Client Services Executive - Financial Planning for a boutique firm in Sutton Coldfield. This office-based role supports Independent Financial Advisors with processing new business, client servicing and documentation. You’ll manage diaries, prepare meeting packs, and liaise with pension and investment providers to ensure accurate and compliant applications. Experience in IFA environments is essential. #J-18808-Ljbffr
Financial Planning Client Services Specialist employer: Bell Cornwall Recruitment
Join a well-established law firm in Worcester that values its employees and fosters a supportive work culture. With a focus on Family Public Law, this role offers meaningful work alongside experienced solicitors, while also providing opportunities for professional growth and flexible working arrangements to suit your lifestyle. Experience the satisfaction of contributing to important legal matters in a collaborative environment that prioritises your career development.
