Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basisCulture 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 Were looking for a proactive and client-focused professional who thrives in a fast-paced, detail-driven environment. Youll be someone who takes real pride in delivering an exceptional service experience, building strong relationships, and ensuring clients always feel valued and supported. The ideal candidate is organised, dependable, and confident in managing multiple priorities, with the initiative to see tasks through to completion and the flexibility to adapt as the business evolves.RewardCompetitive salaryHybrid working opportunities Contributory pension schemeMedical cash plan scheme Discounts on products and servicesAnnual bonus Christmas party and summer eventsAdditional holiday days for long service25 days annual leave plus 8 bank holidaysBuy and sell an extra 5 days of holidayGifted birthday holiday day Employee referral bonus schemeSecure parking Discounted gym access Discounted financial advice Referral schemes Job Role:Acting as the first point of contact for client queriesDelivering excellent customer service and maintaining strong relationships with advisers, clients, and support teamsManaging client relationships by working with advisers to ensure all client requests are handled efficiently from start to finishHolding regular 1:1 meetings to set workflow priorities, and keeping clients fully informed throughoutLiaising with providers and third parties to follow up on client requests, escalating issues when necessary to ensure timely resolutionProviding administrative and technical support to advisersPreparing client review and new business packsCompleting pre-populated forms, conducting AML checks and fact findsCoordinating with paraplannersOverseeing payment requests Maintaining accurate client records Identifying and implementing process improvements Adhering to internal policies and FCA guidelinesSkills and experience:Experience within a Financial Services IFA support roleSound knowledge of a variety of modern platformsWorking knowledge of a variety of financial products, including pensions, investments, and protectionExperienced using all Microsoft applications, including Word, Excel, Teams and OutlookGCSE level A-C/5-9 in English and MathsPlease 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.JBRP1_UKTJ