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For Companies At a Glance
- Tasks: Engage with clients, manage records, and support financial advisors daily.
- Company: Bell Cornwall Recruitment is a trusted agency known for connecting talent with successful businesses.
- Benefits: Enjoy hybrid working, flexible hours, and a competitive salary above £30K.
- Why this job: Join a growing company where your communication skills can shine and make a real impact.
- Qualifications: Experience in financial services and knowledge of various financial products are essential.
- Other info: Evening appointments available for job seekers to fit around your schedule.
The predicted salary is between 30000 - 42000 £ per year.
Bell Cornwall Recruitment has supported this client with recruitment for many years, and knows them to be a successful business experiencing steady and sustained growth across a number of years. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the IFA Client Service Executive 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 IFA Client Service Executive 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
Contact Detail:
Bell Cornwall Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Service Executive
✨Tip Number 1
Make sure to network within the financial services industry. Attend local events or webinars related to wealth management and connect with professionals who might have insights or even referrals for the IFA Client Service Executive role.
✨Tip Number 2
Familiarise yourself with the specific investment platforms mentioned in the job description. If you can demonstrate your knowledge of these platforms during an interview, it will show that you're proactive and well-prepared.
✨Tip Number 3
Practice your communication skills by engaging in mock interviews or discussions with friends or mentors. Since building rapport with clients is crucial for this role, showcasing your ability to communicate effectively will set you apart.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Understanding their approach to client service and how they operate can help you tailor your responses in interviews to align with their expectations.
We think you need these skills to ace IFA Client Service Executive
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 IFA Client Service Executive 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 provided administrative support in previous roles.
Highlight Relevant Experience: In your application, clearly outline your experience with investment platforms and any relevant qualifications. This will demonstrate your suitability for the role and your understanding of the financial services landscape.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any 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 pensions, investments, and protection products. Be prepared to discuss how these elements play a role in client service and how you can leverage this knowledge to build strong relationships with clients.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully built rapport with clients or colleagues, as these will showcase your ability to connect with others.
✨Familiarise Yourself with Investment Platforms
If you have experience with various investment platforms, be ready to discuss them in detail. Highlight any specific platforms you’ve used and how they’ve helped you provide better service to clients, as this will show your technical competence.
✨Prepare Questions for the Interviewer
Having thoughtful questions prepared shows your genuine interest in the role and the company. Ask about their approach to client service or how they support their employees' professional development, which can also give you insight into their company culture.
