Financial Services Executive

Employer
Bell Cornwall
Location
Birmingham, West Midlands, United Kingdom
Salary
Competitive Salary
Posted
May 01, 2021
Closes
Jun 03, 2021
Ref
2143880013
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Level of qualification
CIMA, Qualified



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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