Open role
IFA Client Services Executive
- Aggregated by CV-Library
- Bishops Stortford, Hertfordshire
- Permanent
- Full Time
- £30,000 - £35,000 Per Annum
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
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
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
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