IFA Client Services Executive

Description:

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basis

Culture and Environment
Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do.

Personality
We’re looking for a proactive and client-focused professional who thrives in a fast-paced, detail-driven environment. You’ll be someone who takes real pride in delivering an exceptional service experience, building strong relationships, and ensuring clients always feel valued and supported. The ideal candidate is organised, dependable, and confident in managing multiple priorities, with the initiative to see tasks through to completion and the flexibility to adapt as the business evolves.

Reward

Competitive salary

Hybrid working opportunities

Contributory pension scheme

Medical cash plan scheme

Discounts on products and services

Annual bonus

Christmas party and summer events

Additional holiday days for long service

25 days annual leave plus 8 bank holidays

Buy and sell an extra 5 days of holiday

Gifted birthday holiday day

Employee referral bonus scheme

Secure parking

Discounted gym access

Discounted financial advice

Referral schemes

Job Role:

* Acting as the first point of contact for client queries

* Delivering excellent customer service and maintaining strong relationships with advisers, clients, and support teams

* Managing client relationships by working with advisers to ensure all client requests are handled efficiently from start to finish

* Holding regular 1:1 meetings to set workflow priorities, and keeping clients fully informed throughout

* Liaising with providers and third parties to follow up on client requests, escalating issues when necessary to ensure timely resolution

* Providing administrative and technical support to advisers

* Preparing client review and new business packs

* Completing pre-populated forms, conducting AML checks and fact finds

* Coordinating with paraplanners

* Overseeing payment requests

* Maintaining accurate client records

* Identifying and implementing process improvements

* Adhering to internal policies and FCA guidelines

*

Skills and experience:

* Experience within a Financial Services IFA support role

* Sound knowledge of a variety of modern platforms

* Working knowledge of a variety of financial products, including pensions, investments, and protection

* Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook

* GCSE level A-C/5-9 in English and Maths

Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process