Bell Cornwall Recruitment is seeking a Client Services Executive - Financial Planning in Sutton Coldfield, office based. Salary £30,000 to £35,000 depending on experience. The role supports Independent Financial Advisors with day-to-day administration and client servicing.
You will manage adviser diaries, prepare meeting packs and process new business for pensions, investments, ISAs and protection policies, ensuring compliance and timely updates to clients.
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Senior Client Services Specialist – Financial Planning employer: Energy Jobline ZR
Energy Jobline ZR is an excellent employer for Structural Engineers, offering a vibrant work culture in the heart of Shoreditch. With a focus on innovation and collaboration, employees benefit from competitive salaries, professional development opportunities, and the chance to work on exciting projects from concept to completion within a supportive team environment.
