IFA Client Service Executive

Bell Cornwall; Bromsgrove; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A growing financial services company in Bromsgrove is seeking an IFA Client Service Executive to enhance client satisfaction and provide administrative support. The role demands a background in wealth management and knowledge of financial products, offering competitive salary and hybrid working options.

Qualifications

• Experience in financial services/wealth management is required.
• Excellent understanding of pensions, investments, and protection products.
• Experience with multiple investment platforms is highly desirable.

Responsibilities

• Provide client service and liaise with clients, ensuring satisfaction.
• Communicate with providers and third parties using investment platforms.
• Maintain accurate client records and provide administrative support.

Skills

Communication skills

Relationship-building

Understanding of pensions

Understanding of investments

Understanding of protection products

Tools

Investment platforms

Job description

Social network you want to login/join with:

IFA Client Service Executive, Bromsgrove

Client:

Bell Cornwall

Location:

Bromsgrove, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

10b7f0a5b731

Job Views:

5

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

IFA Client Service Executive

BCR/AK/31740

Competitive salary (above £30K)

Bromsgrove

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. 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 financial products.

The role:

• Client service and liaison are paramount; building rapport and developing relationships so clients are happy to contact you
• Communication with providers and third parties, utilizing investment platforms
• Providing administrative support to IFAs and Paraplanners
• Maintaining accurate client records and data

The ideal IFA Client Service Executive will have:

• Experience in financial services/wealth management (required)
• Understanding of pensions, investments, and protection products
• Experience with multiple investment platforms (highly desirable)
• Excellent communication skills and relationship-building abilities
• Ability to commute to Bromsgrove office; being a driver is preferred