Client Services Executive - Financial Planning in Sutton Coldfield

Energy Jobline ZR; Sutton Coldfield; On-site; GBP 30,000 - 35,000; Full time

Job summary

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.

Qualifications

• Previous experience as Client Services Executive - Financial Planning or IFA Administrator.
• Experience using provider platforms and online systems for new business and valuations.
• Understanding of pensions, investments, ISAs, and protection products.
• Excellent organisational skills and attention to detail.
• Strong communication and customer service skills.

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 documents.
• 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.
• Liaise with investment platforms and providers to resolve queries.

Skills

Client services experience

Provider platforms experience

Pensions/Investments/ISAs/Protection

Organisation & attention to detail

Communication & customer service

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.

Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all groups.