Oakley Recruitment is proud to partner with a rapidly expanding organisation based in Bromsgrove. This is an exciting opportunity to join their growing team, as they are currently recruiting multiple Executive IFA Administrators on a full-time, permanent basis.Culture and EnvironmentOur 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.PersonalityThis candidate will provide exceptional administrative and technical support to both Financial Advisors and clients. You will be responsible for ensuring delivery of good outcomes, ensuring clients are put first in all that we do and have the ability to build and maintain relationship with both IFA’s and their clients to drive business forward in a proactive manner.If you are a focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism then this could be the role for you.RewardContributory pension schemeMedical cash plan schemeDiscounts on products and servicesAnnual bonusChristmas 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 dayEmployee referral bonus scheme Secure parkingDiscounted gym accessDiscounted financial adviceReferral schemesJob Role:Acting as the first point of contact for client queriesProviding excellent customer service to maintain strong relationships across all areas of the businessWorking with advisers to ensure all clients requests are dealt with from start to finishHolding regular 1:1 meetings with advisers to set clear workflow prioritiesManaging client expectations accordingly and keep them fully informedLiaising with providers and investment platforms to ensure that client requests are followed up and escalated when necessaryProviding technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming postPreparing client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requestsEnsuring all client data is accurate and kept up to dateEnsuring all written and verbal communication is produced with the client at the foreMaintaining diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when not. Adviser diary management if requiredTaking ownership of own development, raising training requirements with line managerConstantly looking for ways to improve internal processes to support good client outcomesEnsuring that all internal policies are adhered to, and actions are in line with FCA guidelinesSkills and experience: Experience is required within a Financial Services IFA support roleGood knowledge of a variety of modern platformsKnowledge of a variety of financial products, including pensions, investments, and protectionExperienced using all Microsoft applicationsAbility to use own initiative and takes ownership of any task through to completionGCSEs in English and MathsAbility to form positive relationships within a high-pressured environmentHave good problem-solving abilitiesPrioritising workloads to meet deadlinesStrong interpersonal and communicationStrong accuracy and attention to detailPlease 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.