At a Glance
- Tasks: Lead and inspire a team to deliver exceptional client service in financial services.
- Company: Join a supportive company that values innovation and employee growth.
- Benefits: Enjoy competitive salary, pension scheme, extra holidays, and fun events.
- Other info: Dynamic role with opportunities for personal and professional development.
- Why this job: Make a real impact by enhancing client experiences and driving team success.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 35000 - 42000 £ per year.
This is an excellent opportunity to join the team as an IFA Client Services Supervisor on a full-time permanent basis. 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.
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. 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.
Competitive salary and benefits include:
- 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
- Discounted gym access
- Discounted financial advice
- Referral schemes
Key responsibilities include:
- Leading, motivating, and developing a team of IFA Client Services Executives and Administrators, creating a positive and high-performing working environment
- 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
- Producing performance reports, monitoring key performance indicators, and collaborating with senior management to support operational success
Previous experience required:
- Experience within financial services administration, ideally within an IFA environment
- 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
- Proficient in Microsoft Office and industry-specific systems, with a high level of accuracy and attention to detail
A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
IFA Client Services Supervisor in Cardiff employer: Oakley Recruitment Ltd
Join a forward-thinking organisation in Tamworth as an Operations Support Team Leader, where innovation and collaboration are at the heart of our vibrant work culture. We prioritise employee development with structured training and support, ensuring you have the tools to thrive in a modern workspace designed for inspiration and teamwork. Enjoy a competitive benefits package, including generous holiday entitlement, healthcare options, and a commitment to your professional growth within a dynamic and ambitious environment.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Client Services Supervisor in Cardiff
✨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 Ltd. 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 in Cardiff
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 Ltd.
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 Ltd'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 Ltd
✨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 Ltd.
✨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 Ltd 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 Ltd 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.
