At a Glance
- Tasks: Support Independent Financial Advisors by managing client communications and processing new business.
- Company: Bell Cornwall Recruitment, a dynamic recruitment agency in Sutton Coldfield.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Office-based role with a focus on compliance and client satisfaction.
- Why this job: Join a team that values detail and delivers excellent service to clients and advisers.
- Qualifications: Experience in IFA administration and strong communication skills are essential.
The predicted salary is between 27000 - 33000 £ per year.
Bell Cornwall Recruitment in Sutton Coldfield is seeking an experienced Client Services Executive - Financial Planning to support Independent Financial Advisors.
This office-based role requires solid IFA administration skills and a keen eye for detail.
You will manage client communications, process new business, and prepare meeting packs while maintaining compliant records and delivering excellent service to advisers and clients.
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Senior Client Services Exec – Financial Planning 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.
