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Client Service Advisor
Job Posted: 4 hours ago
Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Bromsgrove, Worcestershire
Expire in: a month
Job Description
Client Service Advisor
Ref: BCR/JP/31740
Bromsgrove
£30,000 - £35,000
Bell Cornwall Recruitment are pleased to be hiring a Client Service Advisor for a well-established client in Bromsgrove. They are looking for a pro-active and enthusiastic person with previous experience in wealth management/financial advisory services.
Client Service Advisor responsibilities:
First point of contact for client queries
Maintain records and ensure FCA compliance
Support advisors with workflow and priorities
Complete admin tasks and process new business
Liaise with providers and investment platformsThe ideal candidate will have:
MUST HAVE experience within Wealth Management/ Financial Advisory
Knowledge of pensions, investments and protection products
Ability to commute to Bromsgrove office
Strong written and verbal communication skills
Excellent organisation skillsIf you have previous experience within wealth management or financial advisory services, don't hesitate to get in touch now!
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.
Love Work Be Happy
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(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)Before You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
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