Bell Cornwall Recruitment is seeking a Client Services Executive - Financial Planning for a boutique firm in Sutton Coldfield. This office-based role supports Independent Financial Advisors with processing new business, client servicing and documentation.
You’ll manage diaries, prepare meeting packs, and liaise with pension and investment providers to ensure accurate and compliant applications. Experience in IFA environments is essential.
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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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