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 hybrid working, competitive salary, and extra holiday perks.
- Other info: Great career growth opportunities and a fun work culture with events.
- Why this job: Make a real impact by building strong client relationships and enhancing service experiences.
- Qualifications: Experience in Financial Services and knowledge of financial products is essential.
The predicted salary is between 28800 - 43200 £ per year.
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive 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 client-focused professional who thrives in a fast-paced, detail-driven environment. You’ll be someone who takes real pride in delivering an exceptional service experience, building strong relationships, and ensuring clients always feel valued and supported. The ideal candidate is organised, dependable, and confident in managing multiple priorities, with the initiative to see tasks through to completion and the flexibility to adapt as the business evolves.
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:
- Experience within a Financial Services IFA support role
- Sound knowledge of a variety of modern platforms
- Working knowledge of a variety of financial products, including pensions, investments, and protection
- Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
- GCSE level A-C/5-9 in English and Maths
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.
IFA Client Services Executive 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
StudySmarter Expert Advice🤫
We think this is how you could land IFA Client Services Executive in Bromsgrove
✨Tip Number 1
Get to know the company culture before your interview. Check out their website and social media to see how they interact with clients and employees. This will help you tailor your responses and show that you're a great fit for their dynamic environment.
✨Tip Number 2
Practice your client service scenarios! Think about how you would handle common client queries or issues. Being able to demonstrate your proactive approach during the interview will really set you apart from the competition.
✨Tip Number 3
Don’t forget to prepare questions for your interviewer. Asking insightful questions shows that you’re genuinely interested in the role and the company. Plus, it gives you a chance to assess if this is the right place for you!
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Client Services Executive in Bromsgrove
Some tips for your application 🫡
Get Your CV Spot On:Make sure your CV is tailored to the IFA Client Services Executive role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your proactive attitude and client-focused approach. Tell us why you're excited about this opportunity and how you can contribute to our dynamic culture.
Show Off Your Skills:Don’t forget to mention your experience with Microsoft applications and any knowledge of financial products. We’re looking for someone organised and dependable, so make sure to highlight those traits in your application!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any updates. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Oakley Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Familiarise yourself with the platforms mentioned in the job description, as well as any relevant FCA guidelines. This will show that you're not just a good fit for the role but also genuinely interested in the industry.
✨Showcase Your Client Focus
Prepare examples from your past experiences where you've gone above and beyond for clients. Think about how you built strong relationships and resolved issues efficiently. This is key for a Client Services Executive, so be ready to discuss how you ensure clients feel valued and supported.
✨Demonstrate Your Organisational Skills
Since the role involves managing multiple priorities, come prepared with examples of how you've successfully juggled tasks in a fast-paced environment. Highlight any tools or methods you use to stay organised, as this will reassure them that you can handle the demands of the position.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, opportunities for professional development, or how they measure success in the role. This shows your enthusiasm for the position and helps you determine if it's the right fit for you.
