Client Services Executive - Financial Planning
CV-LibrarySutton Coldfield, West MidlandspermanentPosted: 16 September 2026
Apply NowClient Services Executive - Financial Planning
Sutton Coldfield (Office based)
£30,000 to 35,000 depending on experience
Ref: JC/BCR/32442a
Bell Cornwall Recruitment are currently searching for an experienced Client Services Executive - Financial Planning or IFA Administrator with experience of working for an IFA to support the Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield.
The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
The help with range of different 'products' from Pensions, Investments, Protection and more.
What we're looking for
This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice.
You'll have:
Essential: Previous experience working as a Client Services Executive - Financial Planning or IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
A good understanding of pensions, investments, ISAs and protection products.
Excellent organisational skills and exceptional attention to detail.
Strong communication and customer service skills.What you'll be doing
Your responsibilities will include:
Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
Managing advisers' diaries and arranging client meetings.
Preparing client meeting packs, valuations and review documentation.
Processing new business for pensions, investments, ISAs and protection policies.
Submitting applications and ensuring all documentation is accurate and compliant.
Monitoring applications through to completion and keeping clients and advisers updated on progress.
Using provider platforms to obtain valuations, process transactions, request information and service existing business.
Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
Preparing paperwork for annual reviews and ongoing client servicing.
If you are an Client Services Executive - Financial Planning or if you have admin and secretarial experience at an IFA firm please apply now!
INDHP
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 agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
Sutton Coldfield (Office based)
£30,000 to 35,000 depending on experience
Ref: JC/BCR/32442a
Bell Cornwall Recruitment are currently searching for an experienced Client Services Executive - Financial Planning or IFA Administrator with experience of working for an IFA to support the Independent Financial Advisors at a boutique financial planning firm in Sutton Coldfield.
The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
The help with range of different 'products' from Pensions, Investments, Protection and more.
What we're looking for
This is not an entry-level position. We're looking for someone who can join the team and confidently manage the day-to-day administration within an IFA practice.
You'll have:
Essential: Previous experience working as a Client Services Executive - Financial Planning or IFA Administrator within an Independent Financial Adviser (IFA) or financial planning firm.
Experience using provider platforms and online systems to process new business, obtain valuations, manage existing policies and track applications.
A good understanding of pensions, investments, ISAs and protection products.
Excellent organisational skills and exceptional attention to detail.
Strong communication and customer service skills.What you'll be doing
Your responsibilities will include:
Being the first point of contact for clients, providing a friendly and professional service by phone, email and in person.
Managing advisers' diaries and arranging client meetings.
Preparing client meeting packs, valuations and review documentation.
Processing new business for pensions, investments, ISAs and protection policies.
Submitting applications and ensuring all documentation is accurate and compliant.
Monitoring applications through to completion and keeping clients and advisers updated on progress.
Using provider platforms to obtain valuations, process transactions, request information and service existing business.
Liaising with investment platforms, pension providers and insurance companies to resolve queries and obtain information.
Preparing paperwork for annual reviews and ongoing client servicing.
If you are an Client Services Executive - Financial Planning or if you have admin and secretarial experience at an IFA firm please apply now!
INDHP
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 agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)