Senior Client Services Exec – 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

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.