IFA Client Services Executive

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 st...