At a Glance
- Tasks: Lead and develop a dynamic team in delivering exceptional client services.
- Company: Join a growing organisation in Cardiff with a supportive and empowering culture.
- Benefits: Enjoy a competitive salary, bonus, extra holiday days, and discounts on services.
- Other info: Great career growth opportunities in a vibrant and collaborative setting.
- Why this job: Make a real impact by fostering a positive work environment and driving continuous improvement.
- Qualifications: Experience in financial services and proven leadership skills are essential.
Oakley Recruitment is working in partnership with an expanding organisation based in Cardiff.
This is an excellent opportunity to join the team as an IFA Client Services Supervisor 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 This candidate will be responsible for overseeing a team of client services executives and administrators, ensuring efficient management of workflow, compliance with regulatory requirements and the delivery of excellent client service to their internal and external clients.
You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment.
With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.
- Reward
- £35,000 - £45,000
- Competitive salary
- 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
- Leading, motivating, and developing a team of IFA Client Services Executives and Administrators, creating a positive and high-performing working environment
- Overseeing the allocation of workloads, ensuring tasks are completed accurately, efficiently, and within agreed service levels
- Monitoring compliance with FCA regulations and internal procedures, reviewing work to ensure quality standards and regulatory requirements are consistently met
- Acting as the main point of escalation for complex client, adviser, and administrative queries, delivering effective solutions and exceptional customer service
- Supporting the ongoing development of the team through coaching, one-to-one meetings, performance reviews, and regular team communication
- Identifying opportunities to improve processes, implementing best practices, and driving continuous improvements across the department
- Producing performance reports, monitoring key performance indicators, and collaborating with senior management to support operational success
Skills and experience
- Previous experience within financial services administration, ideally within an IFA environment
- Proven leadership or supervisory experience, with the ability to motivate, coach, and develop high-performing teams
- Strong understanding of FCA regulations and compliance requirements within a financial services setting
- Excellent organisational and time management skills, with the ability to prioritise workloads and meet deadlines
- Confident communication and relationship-building skills, capable of working effectively with clients, advisers, and internal stakeholders
- Strong problem-solving skills, with the ability to manage escalated queries and implement effective solutions
- Proficient in Microsoft Office and industry-specific systems, with a high level of accuracy and attention to detail
- 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 Supervisor 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 Supervisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Oakley Recruitment Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Client Services Supervisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Oakley Recruitment Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Oakley Recruitment Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Oakley Recruitment Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Oakley Recruitment Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Oakley Recruitment Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Oakley Recruitment Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
