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, bonuses, and extra holiday days.
- Other info: Great career growth opportunities and a supportive team culture.
- Why this job: Make a real impact by building strong client relationships in a fast-paced environment.
- Qualifications: Experience in Financial Services and knowledge of financial products required.
The predicted salary is between 30000 - 40000 £ 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
IFA Client Services Executive employer: Oakley Recruitment Limited
Join a forward-thinking organisation in Bromsgrove that prioritises employee growth and well-being. With a dynamic and supportive work culture, you will enjoy competitive benefits including hybrid working, generous annual leave, and opportunities for professional development. This is an ideal environment for proactive individuals who are passionate about delivering exceptional client service and building lasting relationships.
Contact Details:
Oakley Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Client Services Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Executive role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company culture and values, especially since they focus on exceptional service and client relationships. Be ready to share examples of how you've delivered outstanding service in the past.
✨Tip Number 3
Show off your organisational skills! During interviews, highlight your ability to manage multiple priorities and keep clients informed. Use specific examples to demonstrate how you’ve successfully juggled tasks in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. 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
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the IFA Client Services Executive role. Highlight your experience in financial services and how it aligns with the job description. We want to see how you can bring value to our team!
Showcase Your Skills:Don’t forget to mention your proficiency with Microsoft applications and any relevant platforms. We’re looking for someone organised and detail-oriented, so give us examples of how you've managed multiple priorities in the past.
Be Personable:Since this role is all about client relationships, let your personality shine through! Share experiences where you’ve delivered exceptional service or built strong relationships. We love a proactive and client-focused attitude!
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly. We can’t wait to hear from you!
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 like pensions and investments. Being able to discuss these confidently will show that you're the proactive, client-focused professional they're looking for.
✨Showcase Your Customer Service Skills
Prepare examples of how you've delivered exceptional customer service in the past. Think about times when you've built strong relationships or resolved client issues efficiently—this is key for a role that thrives on client interaction.
✨Be Organised and Detail-Driven
Since the role involves managing multiple priorities, demonstrate your organisational skills. Bring a planner or notes to the interview to show how you keep track of tasks and ensure nothing slips through the cracks.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and their approach to client services. This not only shows your interest but also helps you gauge if this dynamic environment is the right fit for you.
