Client Service Advisor

Bell Cornwall Recruitment; Bromsgrove; On-site; GBP 30,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a Client Service Advisor in Bromsgrove. The ideal candidate should have experience in wealth management or financial advisory services, with strong communication and organization skills. Responsibilities include client queries, compliance, and admin tasks. This role offers a salary of £30,000 - £35,000, and candidates should be able to commute to the office.

Qualifications

• MUST HAVE experience within Wealth Management/ Financial Advisory.
• 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

Knowledge of pensions, investments and protection products

Strong written and verbal communication skills

Excellent organisation skills

Job description

Client Service Advisor

Ref: BCR/JP/31740

Bromsgrove

GBP30,000 - GBP35,000

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.

Client Service Advisor 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

The ideal candidate will have:

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

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

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

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(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)

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