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Oakley Recruitment is working in partnership with a well-established, dynamic organisation based in Coleshill. This is an excellent opportunity to join the team as a Customer Service Advisor on a full time basis Culture and Environment Our client's environment is a very welcoming and supportive team. They pride themselves on training and continuous support for new and existing employees. Personality We are seeking an individual with exceptional attention to detail, who is a dedicated team player in the workplace. The ideal candidate will demonstrate a positive attitude and a strong commitment to both the team and their customers. If you are punctual and professional, we encourage you to apply for this role! Reward After training period, 2 days working from home, 3 days in the office Monday to Friday, 9am – 5:30pm, 1hr Lunch break Opportunity for an early finish on a Friday 25 days holiday plus bank holidays Bonus scheme Dental and Optical care Healthcare cash plan Free parking Duties & Responsibilities Processing quotes and orders through various systems Allocating and shipping of goods and order processing Converting quotations Communicating with customers and delivering excellent customer service Identifying opportunities and logging on the database Updating and maintaining a database with accurate information Management of back orders and data management of customer orders Ensuring delivery to schedule of all orders Coordinating data management, data control and data protection Skills and experience Experience in a similar role Experience delivering excellent service Good organisational skills Ability to work under pressure and to deadlines Flexible approach to changing priorities Excellent verbal and written communication skills Ability to work as part of a team and on own initiative 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 Coventry. This is an excellent opportunity to join the team as an Administrator on a full-time ongoing temporary basis Culture and Environment You will be joining a busy, deadline-driven environment where teamwork is essential. The department works at pace, particularly during peak periods, so you will need to be adaptable, organised and comfortable changing priorities when required. Our client offers a collaborative and fast-paced environment where accuracy, accountability, and continuous improvement are highly valued. This is a business that encourages professional growth, cross-functional collaboration, and proactive thinking, within a supportive hybrid working environment. Personality This is a fantastic opportunity for an experienced Administrator who enjoys working in a varied role, managing multiple priorities and taking ownership of their workload. We are looking for a highly organised and proactive individual who ithrives working in a busy environment where priorities can change throughout the day. Reward Temporary on going 9-5.30 37.5 hours per week Hybrid available 3 days from home 2 days in office Free parking Job Role: Managing and progressing orders Reviewing documentation, identifying missing or incorrect information and taking appropriate action Processing and checking information accurately in line with internal procedures and deadlines Managing shared mailboxes and responding to queries from customers and external partners Proactively chasing outstanding documentation to prevent unnecessary delays Liaising with internal departments and external stakeholders to resolve queries Investigating system errors and coordinating with relevant teams to resolve issues Maintaining accurate system records, trackers and error logs Producing and updating daily reports using Excel Identifying potential delays or issues and escalating these where appropriate Supporting colleagues with wider team responsibilities Ensuring administration is completed accurately and within agreed service levels Skills and experience: Previous operations, administration or customer service experience Strong Excel skills Excellent attention to detail and a high level of accuracy Strong organisational and time-management skills The ability to confidently manage multiple priorities Clear and professional written and verbal communication skills A proactive, solution-focused approach to resolving problems The ability to work effectively under pressure and meet tight deadlines 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 Internal Account Manager on a full-time permanent basis. 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’ll be a confident, proactive and commercially minded individual who thrives in a sales-focused environment and enjoys building strong relationships with customers. Naturally persuasive and resilient, you won’t be discouraged by objections or pushback and will be comfortable adapting your approach to turn conversations into opportunities. You’ll have the confidence to negotiate effectively, use your initiative and take ownership of your results, while remaining personable and customer focused. Reward £27,000 - OTE up to £40k 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 (4 days in office while training) 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 Description: Proactively contacting business to business clients over the phone and email to generate sales and develop new opportunities Selling a portfolio products, promotions and stock opportunities Building and maintaining strong relationships to encourage repeat business Identifying opportunities to upsell and cross-sell products to maximise account value Handling customer objections confidently and using persuasive selling and negotiation techniques to secure sales Working towards agreed sales targets and contributing to overall revenue growth Tailoring sales approaches and offers based on individual customer needs Developing product knowledge and align activity with commercial priorities Maintaining accurate records of sales activity, customer interactions and account information Skills and experience: Previous experience in a similar role Confident and persuasive communicator Proven ability to handle objections Strong negotiation and influencing skills with a commercial mindset Target-driven with a focus on achieving and exceeding sales goals Comfortable working in a fast-paced, sales-focused 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 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, dynamic organisation based in Birmingham. This is an excellent opportunity to join a thriving fast-paced environment as an Administrator on a full-time permanent basis. Culture and Environment This business offers a professional and friendly working environment alongside excellent opportunities, they pride themselves in the values they have always upheld and support extremely well with training and development. Personality You’ll be a highly organised, detail-focused and proactive individual who enjoys working in a busy environment where priorities and deadlines are constantly moving. You’ll be confident communicating with a range of people, comfortable chasing outstanding information and able to handle sensitive or time-critical matters professionally. Reliable and methodical in your approach, you’ll take pride in keeping records accurate while using your initiative to stay on top of workloads. Reward 20 days holiday rising to 25 days with length of services Monday to Friday- 9.00am – 5.30pm Company pension Health and medical cover Fantastic office environment Duties & Responsibilities Entering data onto the system Processing orders and dealing with various emails Booking in appointments for senior team members Collecting various information on behalf of senior team members Dealing with listings to cover any absence Skills and experience Reliable and trustworthy IT literate Polite and effective communicator High level of accuracy Alertness 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 an Assistant Management Accountant on a full-time permanent basis. Culture and Environment Our client’s culture has a genuine family feel, with a supportive, welcoming and friendly team who work collaboratively and celebrate each other’s successes. There is a real sense of togetherness across the business, creating an environment where individuals feel valued and encouraged to be themselves. The workspace reflects this culture, with a modern, open-plan design and relaxed breakout areas that encourage interaction and collaboration. It’s a positive and engaging environment where people work hard, support one another and enjoy being part of the team. Personality You’ll be a motivated and ambitious individual with excellent attention to detail and a strong eye for accuracy. You’ll be confident taking full ownership of your workload, managing priorities effectively and ensuring tasks are followed through to completion. You’ll be a natural problem solver who uses initiative rather than waiting for direction, with the confidence to make decisions and find solutions when challenges arise. You’ll be dependable, accountable and someone who can be trusted to take responsibility for your area while recognising when something needs attention. As part of a close-knit team, you’ll be approachable and collaborative, with a genuine willingness to step up and support when needed. You’ll bring a positive, proactive attitude and the flexibility to get involved across the finance function, always looking for ways to add value and contribute to the wider team. Package and benefits Monday – Friday 37.5 hours per week – client would also consider 4 days per week 20 days holiday plus bank holidays Free parking Statutory pension scheme Christmas bonus - discretionary Job role: Assisting the Finance Director with preparing monthly management accounts, including accruals and prepayments Monitoring project costs and completing variance analysis across active projects Maintaining and reconciling key balance sheet accounts to ensure financial records remain accurate Supporting financial compliance activities, including processing CIS and VAT returns and reviewing subcontractor valuations Assisting with payroll using Sage Payroll, including providing holiday cover and completing pension submissions Supporting purchase ledger and sales ledger activities during busy periods and team absences Working closely with the wider finance team to support accurate and efficient day-to-day financial operations Skills and experience Holding AAT Level 3 or 4, or demonstrating equivalent experience through a QBE background Having previous experience within an Assistant Management Accountant or similar finance role Demonstrating strong Excel skills, including confidently using VLOOKUPs and Pivot Tables Having experience using accounting software, with Sage, Sage Payroll and Construction Manager experience being advantageous Having previous construction industry experience and knowledge of CIS and DRC being preferred Demonstrating experience with management accounts, reconciliations, accruals, prepayments and financial reporting Holding a full driving license due to the office location and limited public transport links 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 an Accounts Assistant on a full-time Fixed term 1 year contract. 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 You’ll be a proactive, organised and detail-focused individual who enjoys working with numbers and keeping things running accurately behind the scenes. With a confident and professional telephone manner, you’ll be comfortable communicating with customers and suppliers while taking ownership of your workload. You’ll have a methodical approach, strong attention to detail and the ability to manage a high volume of transactions without compromising accuracy. You’ll also be a supportive team player who is happy to get involved with wider tasks when needed. 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: Creating and maintaining new supplier and customer accounts within the company accounting system Raising customer invoices and credit notes, processing direct debit payments and allocating incoming payments accurately Managing credit control activity, including sending customer statements, providing invoice copies and following up on outstanding payments Processing supplier invoices, checking statements, chasing missing documentation and maintaining the proforma invoice register Managing scheduled and ad-hoc supplier payment runs and issuing remittance advice Monitoring bank account balances, completing daily bank reconciliations and managing company credit card facilities Processing staff expense reimbursements and supporting the wider finance team with additional duties as required Skills and experience: Previous experience in a similar role Having strong Microsoft Office skills, particularly Excel Demonstrating excellent attention to detail when processing high volumes of financial transactions Communicating confidently and professionally with customers and suppliers, including having a good telephone manner Managing workloads proactively while maintaining accuracy and meeting deadlines Having experience with accounting systems and processing invoices, payments or reconciliations being advantageous Holding or studying towards an AAT qualification at any level being desirable but not essential 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 Coventry. This is an excellent opportunity to join the team as a Customer Service Advisor on a full-time ongoing temporary contract. Culture and Environment You’ll be part of a warm, supportive, and fast paced workplace that fosters a friendly and welcoming atmosphere. The modern, open-plan office provides a bright, engaging setting that encourages collaboration and open communication. In addition, you’ll benefit from a hybrid working model, giving you flexibility while still staying connected to the team and enjoying its shared energy and support. Personality If you are confident, professional and polished this role is a great opportunity for you. Reward · Strong potential for the role to become permanent · Hybrid working · Accrued holiday · Free onsite parking · A warm, supportive and collaborative team environment Job Role: · Responding to customer calls and emails in a friendly, helpful manner · Understanding customer needs and offering suitable solutions · Following company policies and procedures · Managing customer accounts, including upselling and retention opportunities · Handling difficult enquiries professionally · Staying up to date with products, systems, and processes to provide accurate information Skills and experience: · Must be able to pass Credit and DBS check · Experience in customer services or similar role · Excellent written and verbal communication · High attention to detail and strong organisational 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 working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Executive Administrator initially on a 12 month fixed term contract with the opportunity of a permanent position Culture and Environment Our client’s 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 You will be responsible for providing extensive support to Associate and Junior VP individuals. This role will suit someone who is highly proactive, competent and driven with a ‘can-do’ attitude will thrive in this role. It is a demanding role therefore an individual with experience in dealing with a high-volume workload is essential. Reward 16.00 per hour Monday to Friday 40 hours per week between 8am - 6pm Overtime paid, £27.00p/h after 40 hours per week Immaculate contemporary working space in city centre location Opportunity to secure a permanent contract Job Role Providing administrative support to executives across multiple cities in a team-oriented environment Flexibility to support varying teams and cover where necessary Managing calendars across multiple time zones Prioritizing meeting requests, including coordination of complex meetings and phone/video conference calls Managing a high volume of incoming phone calls Taking detailed and accurate messages while interacting with high level business leaders and clients in a professional manner Coordinating domestic and international travel arrangements as required Arranging meetings, booking conference rooms, ensuring materials organised Performing general administrative duties Handling highly confidential and sensitive client information with utmost discretion Acting as an integral member of the support team Maintaining a high level of awareness of current priorities Adhering to Compliance regulations and gaining the relevant approvals Skills and experience: Minimum of 1-2 years within a similar role Excellent Microsoft Word, Excel and Outlook skills Ability to manage competing time-sensitive priorities and tasks Demonstrates dependability and high attention to detail Displays a consistent, professional degree of communication skills in person, on phone, via Zoom and by email at various levels Comfortable working with people at all organisational levels, internally and externally Team player with a positive attitude Can work well under pressure within a changing environment Flexible and adaptable to work and support across multiple teams Be resourceful and able to use own initiative in solving issues 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 int

Oakley Recruitment is working in partnership with an expanding organisation based in Coventry. This is an excellent opportunity to join the team as a Management Accountant on a full-time permanent basis Culture and Environment Our client offers a collaborative and fast-paced environment where accuracy, accountability, and continuous improvement are highly valued. This is a business that encourages professional growth, cross-functional collaboration, and proactive thinking, within a supportive hybrid working environment. Personality The ideal candidate will be fully qualified ACCA or CIMA, highly organised, analytical, and resilient, with the confidence to manage multiple priorities and build strong working relationships across the business. You will take pride in delivering accurate work, thrive under pressure, and bring a proactive, solutions-focused approach to your role. Reward · SAIP 8.5% target paid annually · Role specific Car Ownership Scheme · 26 days’ annual leave plus paid bank holidays · Additional days leave to be taken in the month of your birthday · Holidays increase with service · Pension scheme 10% employer if you put in 5 · Life insurance subject to policy term · Group Income Protection (subject to policy terms) · Employee wellbeing & assistance programme · Subsidised gym at Coventry HQ · Discounts with known Highstreet retailers via the Employee Benefits Hub · ‘Friends & Family’ car discounts · Recognition awards and engagement initiatives across the organisation · Engagement groups (Women of Stellantis, Armed Forces Community, LGBTQ+, and more) Job Role: · Managing, controlling, reconciling, and producing the financial and management accounts reporting, including the Group’s monthly internal reporting for stocks, profit & loss and balance sheet · Reconciling and ensuring agreement of all inter-group debtors and creditors each month end · Reconciling and ensuring accurate recording of all monthly payroll costs · Providing analysis required to support the Tax department with the tax affairs · Preparing the annual UK statutory accounts and other statutory government returns, such as those required on a wide variety of financial subjects by the Office for National Statistics, or the Financial Conduct Authority · Liaising with external auditors and other parties ensuring compliance with all UK company legislation · Acting as the key point of contact on accounting issues, in particular the members of the Controlling team involved in the Activities, and to ensure that all departments understand and comply with the Stellantis Group accounting standards · Responsible for the accuracy of the balance sheet reconciliations allocated to you and report thereon on a timely basis within the STAR[T] reconciliation reporting tool · Working closely with colleagues in other departments and be their principal contact on accounting matters including reconciliations prepared outside of ANEC · Maintaining the necessary internal controls and to ensure the accuracy of the monthly account postings · Providing an efficient and accurate accounting service to all departments within the Preparing adhoc analysis and reporting for as required from time to time Skills and experience: · Qualifications evidencing your Accounting proficiency (CIMA, ACCA, ACA) · Minimum 2 years in professional services industry · Business partnering experience · Self-motivated, self-disciplined individual who is able to work under pressure · Able to teamwork with your fellow Accountants as well as taking own initaitve · Excellent communicator and able to work confidently with all levels of colleague from inexperienced new junior staff through to Department Directors 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 Coventry. This is an excellent opportunity to join the team as a Dispute Resolutions Executive on a full-time permanent basis Culture and Environment Our client offers a collaborative and fast-paced environment where accuracy, accountability, and continuous improvement are highly valued. This is a business that encourages professional growth, cross-functional collaboration, and proactive thinking, within a supportive hybrid working environment. Personality You’ll be a calm, confident and solutions-focused individual who is comfortable managing challenging conversations and making fair, evidence-based decisions. You’ll have a naturally customer-focused approach while understanding the importance of protecting commercial interests and following contractual obligations. Highly organised and detail-oriented, you’ll be confident managing multiple cases at once and taking ownership of disputes from initial review through to resolution. You’ll communicate clearly and professionally, work well with a variety of stakeholders and bring a high level of integrity and accountability to your work. A collaborative mindset and willingness to identify ways of improving processes will also be key to succeeding within the team. Reward · SAIP 8.5% target paid annually · Private medical insurance · Role specific Car Ownership Scheme · 26 days’ annual leave plus paid bank holidays · Additional days leave to be taken in the month of your birthday · Holidays increase with service · Pension scheme 10% employer if you put in 5 · Life insurance subject to policy term · Group Income Protection (subject to policy terms) · Employee wellbeing & assistance programme · Subsidised gym · Hybrid Working · Discounts with known Highstreet retailers via the Employee Benefits Hub · ‘Friends & Family’ car discounts · Recognition awards and engagement initiatives across the organisation Job Role: · Managing end-of-lease disputes relating to vehicle condition, damage charges, excess mileage, missing items and early termination costs · Reviewing vehicle inspection reports, photographs, engineer assessments and contractual documentation to determine the validity of disputes · Making fair and evidence-based decisions in line with contractual agreements and recognised industry standards · Communicating dispute outcomes clearly and professionally to customers, brokers and internal stakeholders · Acting as a point of escalation and subject-matter expert for complex end-of-lease disputes · Handling sensitive and challenging customer cases with empathy, professionalism and clarity · Explaining technical vehicle assessments and contractual terms in a clear and customer-friendly way · Ensuring dispute handling complies with relevant consumer legislation, FCA principles where applicable and internal policies · Maintaining accurate case records and audit trails to support internal reviews and external escalations · Supporting responses to cases referred to independent bodies, including BVRLA conciliation and the Financial Ombudsman Service where applicable · Liaising with inspection companies, auction partners, refurbishment providers, legal teams and finance colleagues to resolve cases · Tracking dispute volumes, outcomes, agreed write-offs and recovery values · Identifying recurring dispute trends and root causes while recommending improvements to processes and policies · Supporting continuous improvement initiatives to enhance the end-of-lease customer journey · Contributing to training materials, FAQs and customer guidance relating to end-of-lease responsibilities Skills and experience: · Having a minimum of 3 years’ experience within a customer resolutions, disputes or complaints environment · Demonstrating experience within end-of-lease, vehicle inspections, contract hire operations or dispute and complaints handling · Understanding contract hire, vehicle leasing and end-of-lease processes · Having working knowledge of BVRLA Fair Wear & Tear Standards · Interpreting contracts, vehicle inspection reports, photographs and damage assessments confidently · Demonstrating excellent attention to detail and making fair, evidence-based decisions · Communicating confidently and professionally with customers and stakeholders both verbally and in writing · Managing conflict and handling complex or challenging customer conversations effectively · Organising and prioritising multiple cases while working to required timescales · Demonstrating strong commercial awareness while maintaining a fair and customer-focused approach · Using case management systems and Microsoft Office applications confidently · Having experience within an FCA-regulated environment, Ombudsman or independent conciliation processes being advantageous · Bringing previous automotive experience within leasing, fleet, remarketing or accident management being advantageous 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 full time permanent basis. 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 Up to £40,000 basic salary + bonus OTE £50,000 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 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.