Oakley Recruitment Limited, in partnership with a Bromsgrove-based organisation, seeks an IFA Client Services Executive for a full-time, permanent role. The position offers hybrid working, a contributory pension, medical cash plan, annual bonus, and generous holiday entitlement.
Key duties include handling client queries, delivering exceptional service, and supporting advisers with administrative tasks, AML checks, and pack preparation.
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Wealth Client Services Executive - Hybrid in Bromsgrove employer: Oakley Recruitment Limited
Joining our expanding organisation in Tamworth as a Finance Business Partner offers you the chance to thrive in a supportive and collaborative culture that values teamwork and celebrates success. With a focus on employee growth, we provide comprehensive benefits including a quarterly bonus, annual pay review, and a strong commitment to your well-being through initiatives like a medical cash plan and an employee assistance programme. Our open-plan office fosters communication and connection, making it an ideal environment for proactive finance professionals eager to make a meaningful impact.
Contact Details:
Oakley Recruitment Limited Recruitment Team
