Client Services Executive - Financial Planning

Client Services Executive - Financial PlanningSutton Coldfield (Office based) 30,000 to 35,000 depending on experienceRef: JC/BCR/32442aBell 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 forThis 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 doingYour responsibilities will include:Being the first point of contact for clients, providing a ..... full job details .....