At a Glance
- Tasks: Provide exceptional client support and manage administrative tasks in a fast-paced environment.
- Company: Join a dynamic and empowering organisation in wealth management.
- Benefits: Full-time permanent role with opportunities for growth and development.
- Other info: Be part of a supportive team that values innovation and excellence.
- Why this job: Kickstart your career in wealth management and make a real difference for clients.
- Qualifications: Strong administrative skills and experience in Financial Services or similar sectors.
The predicted salary is between 31500 - 38500 £ 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 IFA Client Services Administrator on a full-time permanent basis.
If you have ever thought about a career in wealth management then keep reading.
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 highly organised professional who thrives in a fast-paced, detail-oriented environment.
This opportunity would suit someone with strong administrative experience gained within Financial Services, Insurance, Investment Banking, Wealth Management, or a similar regulated sector.
You’ll take pride in delivering an exceptional client experience, building strong relationships, and ensuring administration is completed accurately and efficiently.
With excellent attention to detail and strong communication skills, you’ll be confident managing multiple priorities while providing first-class support to both clients and colleagues.
Experience within an Independent Financial Advice...
IFA Client Services Administrator employer: Oakley Recruitment
Join a dynamic and fast-growing B2B company as a Sales Manager, where you will thrive in a supportive work culture that values innovation and collaboration. With competitive salaries and opportunities for professional development, we empower our employees to exceed their potential while enjoying a vibrant workplace that fosters growth and success. Located in a bustling area, our team enjoys not only the benefits of a rewarding career but also the unique advantages of a thriving community.
