As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
On the back of its success and growth, they are now seeking a Service Coordinator to join the Team.
The business is family owned and utilises the latest technology and innovative manufacturing systems with an extensive customer portfolio across the UK.
A multi-award-winning manufacturer of consumable goods who have been operating for over 60 years and supplying bespoke equipment internationally across 70 countries.
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
General
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.