IFA Client Services Executive

Oakley Recruitment Limited; Cardiff; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Hybrid working opportunities

Contributory pension scheme

Medical cash plan scheme

Annual bonus

25 days annual leave + 8 bank holidays

Job summary

Oakley Recruitment is partnering with an expanding organisation to recruit an IFA Client Services Administrator on a full-time permanent basis in Bromsgrove. You will be the first point of contact for client queries, delivering excellent client service and supporting advisers with administration, AML checks and new business packs.

The role offers hybrid working opportunities, a contributory pension, medical plan, annual bonus and 25 days’ leave plus bank holidays.

Qualifications

• Previous administration experience in Financial Services, Insurance or Investment Banking.
• Strong organisational and communication skills with attention to detail.
• Proactive and capable of managing multiple priorities in a regulated environment.

Responsibilities

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

Skills

Administrative experience

Financial services knowledge

Attention to detail

Tools

Microsoft Office Suite

Job description

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 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
• Coordinating with paraplanners
• Overseeing payment requests

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

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.