Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a IFA Client Services Administrator on a full-time permanent basis. If you have ever thought about a career in wealth management then keep reading. 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 highly organised professional who thrives in a fast-paced, detail-oriented environment. This opportunity would suit someone with strong administrative experience gained within Financial Services, Insurance, Investment Banking, Wealth Management, or a similar regulated sector. You’ll take pride in delivering an exceptional client experience, building strong relationships, and ensuring administration is completed accurately and efficiently. With excellent attention to detail and strong communication skills, you’ll be confident managing multiple priorities while providing first-class support to both clients and colleagues. Experience within an Independent Financial Advice environment would be advantageous but is not essential, as full training can be provided for the right individual with a strong administrative background and a genuine interest in financial services. 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: Previous administration experience gained within Financial Services, Insurance, or Investment Banking Working knowledge of a variety of financial products, including pensions, investments, and protection preferred Strong systems knowledge, including using all Microsoft applications, including Word, Excel, Teams and Outlook 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.

Oakley Recruitment is working in exclusive partnership with an evolving, dynamic organisation who are forward thinking and the market leader in their space. This is an excellent opportunity to join the team as an Account Manager on a 12 month fixed term contract with a strong possibility to convert to a permanent role, this role offers hybrid working. Culture and Environment Our client’s culture is fast-paced, dynamic and forward-thinking. The environment is supportive, collaborative and energetic, with a modern open-plan office and a fun, welcoming atmosphere. Colleagues are highly knowledgeable within their field and are passionate about supporting and developing new team members throughout their journey. Personality You will possess excellent relationship-building skills, be commercially aware and driven to achieve realistic targets while contributing to the wider sales and marketing strategy of the business. In addition, you will have a strong analytical mindset and feel confident using MS Excel on a daily basis to an intermediate to advanced level. You will be technically capable, with the ability to pick up new systems and processes quickly and efficiently. Reward £30,000k basic salary + bonus paid twice yearly roughly £5k Monday – Friday 37.5 hours per week, 8.45-5pm with an early finish 4pm Friday Hybrid working 3 days working in the office 2 days WFH Incentives and team days Opportunity to be part of an exciting and growing team 25 days holiday plus 8 bank holidays Parking available Pension Job Role: · Managing relationships with internal stakeholders and external clients · Managing an existing portfolio of up to 20 key accounts · Maximising opportunities within each account to ensure products achieve optimum market performance and return · Analysing sales trends and market performance to identify opportunities for growth and improvement · Monitoring and managing daily account performance · Managing sales analysis, forecasting and commercial reporting · Supporting and coordinating product launches across key accounts Skills and experience: · Proven experience in a similar role · Strong relationship-building and interpersonal skills · Excellent communication and negotiation abilities · Analytically minded with strong MS Excel skills · Self-motivated, target-driven and commercially aware 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Tamworth. This is an excellent opportunity to join the team as a Production Operative on a full-time temporary to permanent basis Culture and Environment A dynamic environment with a family feel to the organisation, they have strong values and care about their staff immensely. Staff tend to stay here for many years, which speaks high volumes about the organisation. Personality The ideal candidate will be a reliable, detail-oriented and safety-conscious individual who is comfortable with physical, repetitive work, able to follow structured processes accurately, and capable of working both independently and as part of a team in a fast-paced warehouse environment. Reward £13.49 p/h Holiday accrued Free parking Job Role: Be able to handle (pack, stack, palletise etc) safely containers weighing a minimum of 8kg and up to 25kg Labelling containers and pallets as required by the product specification Always ensuring the correct PPE is used including gloves, masks, safety shoes, eye protection etc Be able to use lifting and handling equipment including drum changers and pallet trucks (hand and powered) Maintaining an excellent standard of housekeeping during production and at the end of shift Setting up and running a variety of decanting stations in SDA and SDA Flam Understanding and implementing production documentation including production works orders, bills of materials, pack codes, single point lessons, labelling requirements Ensuring that production works orders are completed according to the standard time and production plan Skills and experience: Knowledge in SAP Experience with fast paced environment Flexibility to move to different (similar) jobs/areas when required Proactive & using own initative Legal right to work in the UK Basic literacy & numeracy skills Good attention to detail Reliability & punctuality Teamwork skills and ability to work on a machine alone Ability to carry out manual handling tasks 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Collections Specialist on a full-time permanent basis Culture and Environment You will be working in a friendly and welcoming workplace that is warm, supportive, and fast-paced. The office environment is open-plan and modern, creating a bright and engaging space where teamwork and communication are encouraged. Personality We’re looking for someone who thrives under pressure, enjoys hitting and exceeding targets, and brings a dynamic, driven energy to the team. This is an opportunity for someone who wants to step into a senior position where they can both deliver results and support others to succeed. Reward Quarterly bonus up to £4K per year 28 days holiday Pension scheme Competitive bonus scheme Job Role: Manage a portfolio of B2B accounts in arrears, typically ranging from £1,000–£20,000 Proactively contact clients via phone, email, and written communication to recover outstanding balances Negotiate payment plans and resolutions in line with company policies Work towards and consistently achieve 90% collection within 30 days Assess customer circumstances and apply appropriate collection strategies Maintain accurate and up-to-date records of all interactions and agreements Escalate complex or high-risk cases where necessary Ensure all activity is compliant with relevant regulations and internal procedures · Contribute to a high-performance, target-driven team environment Skills and experience: Proven experience in a collections or credit control role, ideally within financial services or B2B lending Demonstrated ability to work in a fast-paced, target-driven environment Strong negotiation and influencing skills Resilient, confident, and able to handle challenging conversations professionally Highly motivated with a results-driven mindset Excellent communication skills, both written and verbal Strong attention to detail and organisational skills A high-energy, proactive approach with the ability to manage workload effectively 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Tamworth. This is an excellent opportunity to join the team as a Facilities Assistant on a full-time permanent basis Culture and Environment Become part of a vibrant, supportive team in an engaging, collaborative environment. Our client is committed to your growth, offering thorough training to equip you with the skills and knowledge needed to thrive in your new role. The workplace boasts a modern, innovative design with a striking interior that creates a truly impressive atmosphere. Fostering a collaborative, growth-oriented team culture. Personality We are looking for a friendly, reliable, and hands-on individual who takes pride in maintaining a safe, professional, and well-presented environment. You will represent the company with integrity, build positive relationships across the business, and provide a helpful, customer-focused service. The ideal candidate will be practical, self-motivated, and able to work independently, taking ownership of a wide range of maintenance tasks, including painting, basic plastering, plumbing, electrical repairs, and general building upkeep. You will be proactive, adaptable, and committed to completing work to a high standard while supporting the wider business wherever needed. Package and Benefits £29,000 - £31,000 with a £12 per day shift allowance Monday to Friday – 1:30pm – 10pm Pension 3% employer contribution, 4% employee contribution, 1% tax relief, pensions advisor to visit the site twice a year Healthcare All employees are entitled to the Health Assured Employee Assistance Programme from day one, providing a free 24hr confidential helpline on various issues. On completion of the 6-month probationary period, healthcare cash plan is available Holiday Entitlement 23 days holiday plus 8 statutory bank holidays. After 3 years’ service this increases to 24 days plus BH and at 6 years’ service it increases again to a maximum of 25 days plus BH. After completing 6-month probationary period, all employees are entitled to up to 5 days unpaid annual leave in addition to their paid allowance. This is pro-rata in the first part year, following probation. Life Assurance 2x annual salary Free onsite parking Incredible core company values Job Role: Performing repairs to fixtures and fittings across the site as required Painting and decorating internal and external areas Installing appliances and equipment Assisting with the upkeep of yards and landscaped areas Disposing of waste in designated areas in line with site procedures Setting up meeting rooms and replenishing refreshments Supporting statutory inspections and ensuring compliance requirements are met Promoting a positive health and safety culture across the site Providing support to other companies and sites within the group where required Assisting with the production of display materials to keep showrooms and trade stands up to date Driving company vehicles as required Providing additional support within the department where needed Skills and experience: Driving Licence essential Previous experience in a similar role Basic plumbing, carpentry, electrical and decorating skills PAT testing qualification preferred Helpful and personable 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Customer Service Advisor on a full-time permanent basis Culture and Environment Our client is a fast-growing B2B organisation with a vibrant, collaborative, and ambitious culture. The team is passionate about innovation, continuous improvement, and working together to achieve big goals. They value individuals who are proactive, curious, and unafraid to challenge the status quo in pursuit of better ways of doing things. Personality Our client is seeking a motivated and customer-focused individual with strong verbal and written communication skills. The ideal candidate will have excellent attention to detail and the ability to manage tasks accurately in a fast-paced environment. You will be highly organised, with effective time-management skills, and confident in learning new systems quickly. Reward Monday–Friday, 9:00 am – 5:30 pm 25 days holiday plus bank holidays Death in Service at 4 times annual basic salary Pension after a 3-month probation period Hybrid working available after 6 months’ probation Job Role: Making and receiving calls to schedule bookings Accurately inputting and updating information onto internal database Communicating clearly with customers, clients, and internal teams Prioritising tasks and managing workload efficiently Maintaining a high level of professionalism and customer service Following internal processes and guidelines Skills and experience: Previous experience in a customer service based role Preferably someone who has previous telephone or office based experience Strong communication skills Good attention to detail Ability to learn new systems quickly Organisational and time-management skills 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.

Oakley Recruitment is proud to be working in partnership with a prestigious global organisation based in Birmingham. This is an incredible opportunity for ambitious and customer-focused individuals looking to launch a long-term corporate career within a highly respected business. This role is perfect for graduates or individuals from retail, hospitality or customer-facing backgrounds who are passionate about delivering an exceptional customer experience and genuinely enjoy helping people. The initial contract is temporary for 12 months, however there is a strong opportunity for this position to become permanent with excellent long-term career progression available. Culture and Environment Our client offers a professional yet supportive culture where people are encouraged to grow, develop and thrive. The offices are modern, vibrant and prestigious, with state-of-the-art facilities and luxury-style breakout spaces that create an inspiring working environment. This is an organisation that truly values individuals who go above and beyond, take pride in their work and consistently deliver a world-class service experience. Personality We are looking for positive, personable and driven individuals who naturally build rapport and genuinely care about helping customers. You will thrive in a fast-paced environment and enjoy being part of a collaborative and high-performing team. This opportunity would suit someone looking to transition from hospitality or retail into a professional corporate environment, where attitude, work ethic and customer service excellence are highly valued. Reward £13.00 per hour – overtime paid over 35 hours at £19.50 per hour 35 hours Monday - Friday Weekly rotating shifts: 8am – 4pm, 9am – 5pm, 10am – 6pm and 12pm – 8pm Late shifts can be worked remotely if preferred Hybrid working – 3 days office / 2 days home Accrued holiday pay Outstanding modern working environment Genuine opportunity to secure a permanent position Excellent career progression and development opportunities Duties & Responsibilities Resolving customer queries via phone, email and webchat Delivering a professional and exceptional customer experience at all times Updating customer accounts accurately and efficiently Escalating queries in line with business procedures Identifying any risks or issues relating to customer information Working towards both individual and team KPI’s Supporting projects and initiatives focused on continuous improvement and service excellence Skills and Experience Passion for delivering exceptional customer service Excellent written and verbal communication skills Strong interpersonal skills with the ability to build rapport naturally Positive attitude with a willingness to learn and develop Previous experience within hospitality, retail or customer-facing environments would be advantageous Ability to work effectively within a fast-paced team environment 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 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.

Oakley Recruitment is working in partnership with an expanding organisation based in West Bromwich. This is an excellent opportunity to join the team as a AG/CAD Designer on a full-time permanent basis Culture and Environment You'll be joining a forward-thinking manufacturing business that prides itself on innovation, collaboration and delivering high-quality packaging solutions. The team works closely together to find the best outcome for every customer, encouraging fresh ideas, problem-solving and continuous improvement. With a strong customer focus and investment in quality and design, it's an environment where your ideas are valued and your contribution genuinely makes a difference. Personality We're looking for someone who enjoys solving problems and thinking creatively. You'll be naturally organised, confident communicating with customers, and able to balance technical accuracy with innovative design ideas. You'll be someone who takes pride in producing high-quality work, enjoys working collaboratively, but is equally comfortable managing your own workload and using your initiative. A keen eye for detail and a passion for creating packaging solutions that meet both customer needs and manufacturing requirements will help you thrive in this role. Reward Pension scheme 20 days' annual leave plus Bank Holidays Free on-site parking Monday-Friday working hours (8:00am-5:00pm) Opportunity to join a well-established and growing business with a strong reputation in the packaging industry Job Role: Designing bespoke corrugated packaging solutions using AG/CAD software Producing accurate drawings and specifications based on customer requirements Developing innovative packaging concepts tailored to individual customer needs Liaising directly with customers to gather design briefs and provide technical advice Creating prototypes and refining designs where required Ensuring designs are commercially viable, functional and manufacturable Working closely with internal departments to support production requirements Managing multiple projects while maintaining excellent attention to detail Skills and experience: Previous experience using AG/CAD software within the packaging industry Experience in the manufacturing industry would be considered Experience designing corrugated or bespoke packaging solutions Strong understanding of packaging design and manufacturing processes Excellent attention to detail and accuracy Ability to interpret customer briefs and translate them into practical designs Confident communicating with customers and providing design recommendations Strong organisational and time management skills Able to manage multiple projects and prioritise workloads Self-motivated with the ability to work independently and as part of a team Proficient in Microsoft Office 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.

Oakley Recruitment is working in partnership with an progressive organisation based in Birmingham who are looking for multiple Telemarketing Advisors to start immediately. This is an excellent opportunity to join the team as a Telemarketing Advisor on a full-time temporary basis with a strong possibility of going permanent. Culture and Environment The company fosters a supportive and collaborative work environment where employees are valued and encouraged to thrive. With a strong focus on professional development and teamwork, the culture promotes continuous learning, mutual support, and clear opportunities for career progression. Personality We are in search of confident and professional individuals who can build strong B2B relationships. You will play a crucial role in liaising with potential business clients in order to close deals. You will be confident on the telephone, have strong relationship building skills with the ability to objection handle. Reward Immediate start Hybrid working Comprehensive training and professional development programs Opportunities for career advancement within our growing company A supportive and collaborative team environment Job Role: Conducting outbound calls and emails to generate interest among B2B clients Qualifying leads by understanding their business needs Building and maintaining long-term relationships with prospective clients to facilitate sales opportunities Scheduling appointments and meetings for sales teams with qualified leads Accurately documenting and tracking all sales activities in CRM system Collaborating with internal teams to develop strategies for effective lead generation and conversion Staying informed about industry trends and provide feedback to refine sales processes and approaches Skills and experience: Previous outbound calling experience Strong communication and interpersonal skills Ability to engage and persuade potential clients Ability to understand and articulate the value of our clients’ offerings effectively Proficiency in using CRM software and other sales tools. Self-motivated, goal-oriented, and able to work independently Strong organisational and time management skills Ability to adapt to diverse industries and client requirements 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.

Oakley Recruitment is working in partnership with a well-established global, organisation based in Birmingham. This role would suit an individual with experience working in the professional market. This role will require the successful candidate to speak German. This opportunity is initially a 12 Month contract with the opportunity of securing a permanent job role. Culture and Environment Our clients culture is corporate and professional. The environment is prestige, modern with the most amazing work spaces and breakout areas, it has a luxury hotel feel about the space. Personality It’s a professional, articulate yet, warm and friendly individuals who will thrive in this role, candidates who can work in an incredibly fast-paced environment with ease and have the personality to manage multiple stakeholders. You will have worked in the corporate professional services space in a similar role. Reward Monday – Friday, 8am – 5pm or 9am – 6pm with 1 hour lunch break Immaculate contemporary working space in city centre location Heavily invested training and supportive culture £18.00p/h time and half after 40 hours worked each week Paid at £27.00 per hour Opportunity to secure a permanent contract Duties & Responsibilities Processing travel and entertainment expense reports timely and accurately; ensuring compliance with expense guidelines Processing a high volume of invoices Effectively managing a high volume of phone calls. Place, receive, screen and route calls as needed Taking detailed and accurate messages Coordinating meetings and conference calls Coordinating travel including flights, visa applications, car transfers, hotel reservations, cash advances and preparing itineraries Interacting with colleagues in a professional and effective manner Fostering a team-oriented environment providing support and sharing responsibility with other members of the phone group Skills and experience Bilingual German and English speaking Excellent communication skills in person, on the phone and by email High attention to detail and strong technical skills Good judgment, independent thinker and resourceful Ability to work well under pressure, prioritise and handle multiple tasks efficiently and effectively Good knowledge of general bsiness and corporate cultures, team player Strong proficiency in MS Outlook, Word, Excel, PowerPoint 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a IFA Client Services Administrator on a full-time permanent basis. If you have ever thought about a career in wealth management then keep reading. 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 highly organised professional who thrives in a fast-paced, detail-oriented environment. This opportunity would suit someone with strong administrative experience gained within Financial Services, Insurance, Investment Banking, Wealth Management, or a similar regulated sector. You’ll take pride in delivering an exceptional client experience, building strong relationships, and ensuring administration is completed accurately and efficiently. With excellent attention to detail and strong communication skills, you’ll be confident managing multiple priorities while providing first-class support to both clients and colleagues. Experience within an Independent Financial Advice environment would be advantageous but is not essential, as full training can be provided for the right individual with a strong administrative background and a genuine interest in financial services. 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: · Previous administration experience gained within Financial Services, Insurance, or Investment Banking · Working knowledge of a variety of financial products, including pensions, investments, and protection preferred · Strong systems knowledge, including using all Microsoft applications, including Word, Excel, Teams and Outlook 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Financial Services Administrator 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 highly organised professional who thrives in a fast-paced, detail-oriented environment. This opportunity would suit someone with strong administrative experience gained within Financial Services, Insurance, Investment Banking, Wealth Management, or a similar regulated sector. You’ll take pride in delivering an exceptional client experience, building strong relationships, and ensuring administration is completed accurately and efficiently. With excellent attention to detail and strong communication skills, you’ll be confident managing multiple priorities while providing first-class support to both clients and colleagues. Experience within an Independent Financial Advice environment would be advantageous but is not essential, as full training can be provided for the right individual with a strong administrative background and a genuine interest in financial services. 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: Previous administration experience gained within Financial Services, Insurance, or Investment Banking Working knowledge of a variety of financial products, including pensions, investments, and protection preferred Strong systems knowledge, including using all Microsoft applications, including Word, Excel, Teams and Outlook 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.