IFA Client Services Executive – Bromsgrove

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

Click here to apply

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.