IFA Client Services Team Leader – Bromsgrove – £40,000-£45,000
- Oakley Recruitment
- 2 days ago
- 3 min read
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Team Manager, managing a team of experience IFA Client Services Executives 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
This candidate will be responsible for overseeing a team of client services executives and administrators, ensuring efficient management of workflow, compliance with regulatory requirements and the delivery of excellent client service to their internal and external clients.
You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.
Reward
£40,000 -£45,000 p/a
Hybrid working 3 days in the office; 2 days working from home
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:
Leading, supporting, and motivating a team of Client Service Executives and Administrators, while promoting a positive and collaborative working environment
Managing workload allocation and team capacity to ensure the efficient and timely delivery of administrative and technical support to Financial Advisers
Ensuring all administrative processes, including client onboarding, policy administration, new business submissions, and document management, are completed accurately and in line with regulatory requirements
Monitoring compliance with regulations and internal policies, identifying risks, and reviewing and approving team output to maintain quality and regulatory standards
Driving continuous improvement by identifying process enhancements, implementing flexible audit processes, and embedding a “right first time” culture while recognising high performance.
Supporting team development through regular training, performance reviews, one-to-one meetings, and ongoing coaching.
Acting as a point of escalation for complex queries from administrators, clients, and financial advisers, demonstrating strong problem-solving and conflict management skills
Ensuring clear, timely, and professional communication with financial advisers and external stakeholders
Tracking team performance through KPIs and providing regular reports to senior management
Skills and experience:
Proven experience in financial services administration
An understanding of FCA regulations and compliance requirements
Experience in supervising or mentoring a team
Organisation and time management
Experience using both Microsoft applications and industry-specific software
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.
Comments