Salary: £25000 - £28000 per annum
Reference:NT/BCR/8961_1618846983
Location:Birmingham, West Midlands
Sector:
Type:Permanent

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.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(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)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Job Information

Job Reference: NT/BCR/8961_1618846983
Salary:
Salary From: £25000
Salary To: £28000
Job Industries: Administration Jobs,Finance Jobs
Job Locations: Birmingham, West Midlands
Job Types: Permanent

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BCR have more fantastic opportunities for you!

Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.

Love Work Be Happy

BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.

BELL CORNWALL RECRUITMENT

(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)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales