Client Services Executive – Financial Planning

Sutton Coldfield (Office based)

£30,000 to 40,000 depending on experience

/BCR/32442e

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.

• BCR now offer evening appointments to fit around your working life.

(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)

Job Reference: JC/BCR/32442e_

Salary From: £30000

Salary To: £40000

Job Industries:
Administration Jobs,Finance Jobs

Job Location s:
Sutton Coldfield, West Midlands

Job Types: Permanent