IFA Client Services Executive

Oakley Recruitment Limited; Bishop's Stortford; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Medical cash plan

Annual bonus

Gifted birthday holiday

Discounts on products and services

Secure parking

Discounted gym access

Referral schemes

Job summary

Oakley Recruitment is partnering with an expanding organisation based in Bishop's Stortford to recruit a Client Services Executive on a full-time permanent basis. You will be the first point of contact for client queries, delivering excellent service and maintaining adviser relationships in a fast-paced financial services environment.

The role offers hybrid working with a competitive salary, contributory pension scheme, medical cash plan, and annual bonus.

Qualifications

• Experience in Financial Services, Insurance, or Investment Banking is desirable.
• Strong administrative background with ability to manage multiple priorities.
• Excellent communication and relationship-building skills with clients and advisers.

Responsibilities

• Act as the first point of contact for client queries.
• Deliver excellent customer service and maintain relationships with advisers, clients, and support teams.
• Manage client relationships with advisers to ensure requests are handled efficiently from start to finish.

Skills

Administration experience

Communication skills

Organisational skills

Client relationship management

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

Oakley Recruitment is working in partnership with an expanding organisation based in Bishop's Stortford. 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 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 environment would be advantageous but is not essential, as full training can be provided for the right individual with a strong administrative background and a genuine interest in financial services.

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
• Identifying and implementing process improvements
• Adhering to internal policies and FCA guidelines

Skills and Experience

• Previous administration experience gained within Financial Services, Insurance, or Investment Banking
• Working knowledge of a variety of financial products, including pensions, investments, and protection preferred
• Strong systems knowledge, including using all Microsoft applications, including Word, Excel, Teams and Outlook