IFA Client Service Executive

www.topfinancialjobs.co.uk - Jobboard; Bromsgrove; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading recruitment agency is seeking an IFA Client Service Executive in Bromsgrove. The ideal candidate will have a strong background in financial services, particularly in wealth management and understanding various financial products. This role offers hybrid working with flexible times, focusing on client communication and administrative support.

Qualifications

• Must have experience in wealth management and financial services.
• Strong understanding of pensions, investments, and protection products.
• Ability to commute to the office in Bromsgrove is required.

Responsibilities

• Build rapport and develop relationships with clients.
• Communicate with providers and third parties using investment platforms.
• Maintain client records and data accurately.

Skills

Communication

Client Relationship Management

Education

Experience in Financial Services

Tools

Investment Platforms

Job description

Bell Cornwall Recruitment has supported this client with recruitment for many years, and knows them to be a successful business experiencing steady and sustained growth across a number of years. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the IFA Client Service Executive 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 IFA Client Service Executive 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 suied to a non-driver

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)