Client Service Advisor

Bell Cornwall; Bromsgrove; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a proactive Client Service Advisor for a well-established client in Bromsgrove. The ideal candidate will have experience in wealth management or financial advisory services, strong communication skills, and the ability to commute to the Bromsgrove office. Responsibilities include client support, compliance, and administrative tasks.

Qualifications

• Previous experience in wealth management or financial advisory services required.
• Ability to commute to Bromsgrove office.

Responsibilities

• First point of contact for client queries.
• Maintain records and ensure FCA compliance.
• Support advisors with workflow and priorities.
• Complete admin tasks and process new business.
• Liaise with providers and investment platforms.

Skills

experience within Wealth Management/ Financial Advisory

knowledge of pensions, investments and protection products

strong written and verbal communication skills

Job description

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Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.

• First point of contact for client queries
• Maintain records and ensure FCA compliance
• Support advisors with workflow and priorities
• Complete admin tasks and process new business
• Liaise with providers and investment platforms

The ideal candidate will have:

• MUST HAVE experience within Wealth Management/ Financial Advisory
• Knowledge of pensions, investments and protection products
• Ability to commute to Bromsgrove office
• Strong written and verbal communication skills

If you have previous experience within wealth management or financial advisory services, don’t hesitate to get in touch now!