Bell Cornwall Recruitment in Sutton Coldfield is seeking an experienced Client Services Executive - Financial Planning to support Independent Financial Advisors. This office-based role requires solid IFA administration skills and a keen eye for detail.
You will manage client communications, process new business, and prepare meeting packs while maintaining compliant records and delivering excellent service to advisers and clients.
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Sutton Coldfield, West Midlands
Client Services Executive - Financial Planning Sutton Coldfield (Office based) £30,000 to 40,000 depending on experience Ref: JC/BCR/32442e Bell…
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