Financial Services Personal Assistant - Bell Cornwall Recruitment : Job Details

Financial Services Personal Assistant

BCR/TH/31740

Competitive Salary (£30,000+)

Bromsgrove

Bell Cornwall Recruitment is looking for an outstanding candidate to join one of the UK's leading Financial Advisory and Wealth Management Firms. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the Financial Services Personal Assistant position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services.

The role:

• Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to
• Communication with providers and third parties, utilising investment platforms
• Administrative support to IFAs ad Paraplanners
• Maintain client records and data accurately

The ideal Financial Services Personal Assistant will have:

• Experience in financial services/ wealth management (must have)
• Understanding of multiple financial products such as pensions, investments and protection
• Experience with multiple investment platforms (highly desirable)
• Excellent communication skills and ability to build relationships with clients and colleagues
• Ability to commute to office in Bromsgrove- not well suited to a non-drive

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 agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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