Job Title:
Financial Services Executive


Location:
Harborne


Salary:
£25,000 - £28,000
Reference: NT/BCR/8961

Bell Cornwall recruitment are recruiting for a financial services executive with wealth management experience to be based in Harborne.

The ideal candidate will be an excellent team player and have financial planning, paraplanning or SJP experience with a good knowledge of working with investments, pensions and trusts.

The Role:

• Managing the MD's emails and diary when required
• Supporting the case management process
• Providing excellent service to clients
• Maintaining client files and inputting data into system
• Undertaking specific projects
• Liaising with providers and clients to organise meeting and obtain information.

The Candidate:

• Excellent organisational and communication skills
• Investments, pensions, pensions and protection trust experience
• Diary management experience
  
  *Financial Service Executive * Financial Services Administrator *Birmingham *Senior Financial Planning Administrator

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

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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