Financial Services Personal Assistant

Bell Cornwall Recruitment; Bromsgrove; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Advisory and Wealth Management Firm is seeking a Financial Services Personal Assistant in Bromsgrove. This role demands strong communication skills and experience in financial services. Enjoy hybrid working arrangements and flexible timings in a dynamic environment.

Qualifications

• Experience in financial services/wealth management (must have)
• Understanding of financial products such as pensions and investments
• Excellent communication and relationship-building skills

Responsibilities

• Provide client service and maintain client relationships.
• Support administrators and maintain accurate client records.
• Communicate with providers and third parties using investment platforms.

Skills

Communication skills

Relationship building

Tools

Investment platforms

Job description

Bell Cornwall Recruitment is looking for an outstanding candidate to join one of the UK's leading Financial Advisory and Wealth Management Firms. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the Financial Services Personal Assistant position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services.

The role:

• Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to
• Communication with providers and third parties, utilising investment platforms
• Administrative support to IFAs ad Paraplanners
• Maintain client records and data accurately

The ideal Financial Services Personal Assistant will have:

• Experience in financial services/ wealth management (must have)
• Understanding of multiple financial products such as pensions, investments and protection
• Experience with multiple investment platforms (highly desirable)
• Excellent communication skills and ability to build relationships with clients and colleagues
• Ability to commute to office in Bromsgrove- not well suited to a non-drive

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

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on to view all of the latest jobs.

(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)