Location: Sutton Coldfield, West Midlands
Sector:
Type: Permanent
Sutton Coldfield (Office based)
£30,000 to 40,000 depending on experience
Ref: JC/BCR/32442e
Bell Cornwall Recruitment are currently searching for an experienced Client Services Executive – Financial Planning or IFA Administrator with experience of working for an IFA to support the Independent Financial Advisors at a 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.
You’ll have:
- Essential: Previous experience working as a Client Services Executive – Financial Planning or IFA 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
Your responsibilities will include:
- 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 now offer evening appointments to fit around your working life.
(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)
Job Information
Job Reference: JC/BCR/32442e_1791454013
Salary From: £30000
Salary To: £40000
Job Industries: Administration Jobs,Finance Jobs
Job Locations: Sutton Coldfield, West Midlands
Job Types: Permanent
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Client Services Executive – Financial Planning in Sutton Coldfield employer: Bell Cornwall
Join a prestigious national law firm in Nottingham, where you will thrive in a dynamic and supportive work culture that values collaboration and professional growth. As a Legal Personal Assistant in the Real Estate department, you will benefit from comprehensive training opportunities and a commitment to employee development, all while enjoying a vibrant city atmosphere that enhances both your personal and professional life.
