Client Services Executive - Financial Planning

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

Job summary

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.

Qualifications

• Experience as Client Services Executive or IFA Administrator in an IFA/financial planning firm.
• Strong understanding of pensions, investments, ISAs and protection products.
• Excellent organisational skills and attention to detail.
• Experience using provider platforms to process new business and valuations.

Responsibilities

• Be the first point of contact for clients by phone, email and in person.
• Manage advisers' diaries and arrange client meetings.
• Prepare client meeting packs, valuations and review documentation.
• Process new business for pensions, investments, ISAs and protection policies.
• Submit applications and ensure documentation is accurate and compliant.
• Monitor applications through to completion and update clients and advisers on progress.
• Use provider platforms to obtain valuations, process transactions, and service existing business.
• Liaise with investment platforms, pension providers and insurers to resolve queries.

Skills

Client Services

Financial Planning

Customer service

Organisation

Tools

Provider platforms

Online systems

Job description

Client Services Executive - Financial Planning

Sutton Coldfield (Office based)

£30,000 to 35,000 depending on experience

Ref: JC/BCR/32442a

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.

(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)