IFA Client Services Executive

Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as an IFA 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. 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 ..... full job details .....