At a Glance
- Tasks: Be the go-to person for client queries and deliver top-notch customer service.
- Company: Join a dynamic and empowering organisation in Bromsgrove.
- Benefits: Enjoy competitive salary, hybrid work, and generous holiday allowances.
- Other info: Full training provided; vibrant culture with fun events and employee perks.
- Why this job: Make a real impact while growing your career in financial services.
- Qualifications: Strong admin skills; experience in financial services is a plus but not essential.
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
- Act as the first point of contact for client queries
- Deliver excellent customer service and maintain strong relationships with advisers, clients, and support teams
- Manage client relationships by working with advisers to ensure all client requests are handled efficiently from start to finish
- Hold regular 1:1 meetings to set workflow priorities, and keep clients fully informed throughout
- Liaise with providers and third parties to follow up on client requests, escalating issues when necessary to ensure timely resolution
- Provide administrative and technical support to advisers
- Prepare client review and new business packs
- Complete pre-populated forms, conduct AML checks and fact finds
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
Financial Services Administrator in Bromsgrove employer: Oakley Recruitment Limited
Join a dynamic and expanding organisation in Coventry as a Marketing Communications Specialist, where you'll thrive in a warm, supportive, and fast-paced environment. Enjoy the benefits of hybrid working, free onsite parking, and a collaborative team culture that values creativity and communication. With ample opportunities for professional growth and a focus on delivering impactful marketing campaigns, this role offers a rewarding experience in a modern, engaging workplace.
Contact Details:
Oakley Recruitment Limited Recruitment Team
