Client Service Associate jobs in Bromsgrove

You will be based at the Worcester office, with the wider team working from Birmingham, Bromsgrove, Kidderminster, Telford and Ludlow offices.

You will be a qualified Private Client Solicitor or Legal Executive, preferably with the experience of handling a generalist caseload of Private Client work.

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

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 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...

Key Highlights Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below. - - Handle high-quality private client work with a HNW focus - Progress your career at a Legal 500 firm in a collaborative and supportive team - Enjoy a wellbeing-first culture and flexible hybrid working Are you a Private Client Solicitor looking to take...

Associate Planner Job in Bromsgrove Associate Planner Job is available. Join a highly respected planning and development consultancy offering genuine flexibility, early responsibility, and exposure to major national projects. This is an excellent opportunity to progress your career in a supportive, professional environment where quality and collaboration are key. An established independent...

A leading financial advisory firm in the UK is seeking a Client Services Manager to oversee the Client Services Team while ensuring high-quality support for Financial Advisers. This role requires proven managerial experience in financial services and a solid understanding of FCA regulations. Benefits include flexible working, a pension scheme, and professional development opportunities. Ideal...

A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients. The ideal candidate will have experience in financial services, knowledge of various financial products, and proficiency in Microsoft applications. Competitive salary and benefits, including flexible working options and...

Assistant Client Manager Location Worcestershire Job Type: Full-Time | Permanent Salary: Competitive + Excellent Benefits Package What's on Offer Competitive salary, based on experience. 25 days annual leave plus bank holidays Pension contributions above the statutory minimum. Health plan benefits. Parking permit. Supported study and CPD opportunities. Clear career progression pathway to...

A professional services firm in Worcestershire is seeking an Assistant Client Manager to manage a small client portfolio and support junior team members. The role requires ACA or ACCA qualification and at least 2 years of relevant experience. Responsibilities include reviewing financial statements and liaising with clients to ensure compliance. This opportunity offers competitive salary and...

Job Title: Client Manager Location: Bromsgrove Salary: Competitive (Dependent on Experience) Employment Type: Full-Time, Permanent Hybrid: 2/3 days per week in the office once probation of 3 months completed. Generous Benefits Package: - 23 days holiday + bank holidays+ additional 2 days Leave - Festive shutdown. - Free parking on-site. - 3% pension contribution. - Quarterly company events, all...

An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full‐time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. The purpose of this role is to supervise...

You will be based at the Worcester office, with the wider team working from Birmingham, Bromsgrove, Kidderminster, Telford and Ludlow offices.

You will be a qualified Private Client Solicitor or Legal Executive, preferably with the experience of handling a generalist caseload of Private Client work.

You will join us on a full-time, permanent basisand in return, you will receive a competitive salary plus a range of benefits.

You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include:

You will enjoy mentoring and developing others, leading by example, and contributing to team projects beyond day-to-day client work. If you are highly organised and detail-focused, with the ability to manage workloads effectively, communicate clearly, and remain committed to continuous improvement and delivering a high standard of service, this could be the role for you.

A leading wealth management firm in Bromsgrove is seeking a Client Reporting Team Supervisor. In this full-time, permanent role, you will oversee client annual valuation reporting (AVR) and quarterly transactional reports (QTR) while ensuring compliance and high standards. Ideal candidates will have experience in team management and a solid understanding of financial services. The company offers...

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

A leading independent financial advisory firm in the UK seeks a Client Reporting Team Supervisor to oversee the administration of client reporting processes. This full-time role involves managing the accuracy of annual valuation reports and quarterly transactional reports while supervising a team. Ideal candidates will have extensive team management experience in financial services, a solid...

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits An opportunity to join AFH Wealth Management,oneof the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is afull-time, permanent opportunityand in return, you will...

You will be a confident and supportive leader who leads by example, motivating and developing their team while fostering a positive, collaborative working environment. With a strong eye for detail and quality, you will take ownership of reviewing work, identifying risks, and driving continuous improvement across processes and ways of working.