Oakley Recruitment is working in partnership with a well-established, dynamic organisation based in Birmingham that is offering hybrid working. This is an excellent opportunity to join a thriving fast-paced environment as Relationship Co-ordinator   Summary As part of the bustling and dynamic Relationship Contact Centre team, you'll thrive on delivering exceptional customer service and enjoy engaging with customers over the phone. This role is ideal for someone who is passionate about building strong relationships and excels in a fast-paced environment. In addition to customer service, you'll handle a variety of administrative tasks, providing a well-rounded experience. Plus, the role offers the flexibility of hybrid working, giving you the best of both worlds—remote and office-based work. Culture and Environment Our client's culture is dynamic and full of energy, where the team’s passion for the customer journey is at the heart of everything they do. They thrive on achieving both personal and professional goals, always pushing for excellence. With a strong sense of camaraderie, the team is supportive, respectful, and dedicated to uplifting each other. Regular team incentives and social events keep the atmosphere fun and engaging. The work environment is a stunning, modern space with breathtaking views of the city—a place where creativity and collaboration truly flourish Reward OTE £28k 35 hours, Monday to Wednesday 12 pm-8 pm, Thursday 11 am-7 pm and Friday 9 am-5 pm but NO WEEKENDS! 25 days plus bank holidays – rising to 28 days with length of service Pension scheme Hybrid working, up to 4 days WFH and 1 in office, after probation Refer a friend scheme Flexible benefits platform Life assurance Free advice and discounts on products and services Duties & Responsibilities Contacting new and existing clients to arrange appointments for Financial Consultants Forming and managing fantastic working partnerships with Financial Consultants, to ensure clients always receive the best advice possible. Managing and organising Financial Consultant’s diaries Working to individual and team targets Processing financial consultants’ documentation ensuring this is sent accurately and to a quality standard Updating customer database ensuring excellent levels of attention to detail Skills and experience Previous experience in a customer service or sales environment, call centre, retail or any other client-facing customer service role Ability to negotiating and overcome objections Self-motivated, results-oriented, and determined to succeed Works well under pressure and towards targets Proactive takes ownership and is customer-centric Attention to detail and accuracy Ability to build and maintain relationships   Click here to apply 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 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.

Oakley Recruitment is working in partnership with a well-established, dynamic organisation based in Birmingham that is offering hybrid working. This is an excellent opportunity to join a thriving fast-paced environment as Relationship Co-ordinator   Summary As part of the bustling and dynamic Relationship Contact Centre team, you'll thrive on delivering exceptional customer service and enjoy engaging with customers over the phone. This role is ideal for someone who is passionate about building strong relationships and excels in a fast-paced environment. In addition to customer service, you'll handle a variety of administrative tasks, providing a well-rounded experience. Plus, the role offers the flexibility of hybrid working, giving you the best of both worlds—remote and office-based work. Culture and Environment Our client's culture is dynamic and full of energy, where the team’s passion for the customer journey is at the heart of everything they do. They thrive on achieving both personal and professional goals, always pushing for excellence. With a strong sense of camaraderie, the team is supportive, respectful, and dedicated to uplifting each other. Regular team incentives and social events keep the atmosphere fun and engaging. The work environment is a stunning, modern space with breathtaking views of the city—a place where creativity and collaboration truly flourish Reward OTE £28k 35 hours, Monday to Wednesday 12 pm-8 pm, Thursday 11 am-7 pm and Friday 9 am-5 pm but NO WEEKENDS! 25 days plus bank holidays – rising to 28 days with length of service Pension scheme Hybrid working, 4 days WFH and 1 in office, after probation Refer a friend scheme Flexible benefits platform Life assurance Free advice and discounts on products and services Duties & Responsibilities Contacting new and existing clients to arrange appointments for Financial Consultants Forming and managing fantastic working partnerships with Financial Consultants, to ensure clients always receive the best advice possible. Managing and organising Financial Consultant’s diaries Working to individual and team targets Processing financial consultants’ documentation ensuring this is sent accurately and to a quality standard Updating customer database ensuring excellent levels of attention to detail Skills and experience Previous experience in a customer service or sales environment, call centre, retail or any other client-facing customer service role Ability to negotiating and overcome objections Self-motivated, results-oriented, and determined to succeed Works well under pressure and towards targets Proactive takes ownership and is customer-centric Attention to detail and accuracy Ability to build and maintain relationships   Click here to apply 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 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Tamworth. This is an excellent opportunity to join the team as an Customer Service   Advisor on a full-time 18 months FTC. Culture and Environment You will be part of a dynamic, vibrant and welcoming environment surrounded by team players. This is a fantastic opportunity to progress a career and grow with a well-established organisation who have an organic and encouraging approach to all of their employee's success. The workspace is modernistic, contemporary, state of the art creation with an iconic interior design which oozes the ultimate WOW Factor. Personality The client is seeking a personable and approachable candidate with excellent customer service skills and initiative to find a resolution to any problems that may arise. The candidate should be able to work well in a team as well as being able manage their own workload and effectively manage their own time. Reward Monday to Friday, 9:30-5:30 Training provided 23 days holiday plus an option to buy or sell up to 5 extra days per year Free parking Competitive contributory pension scheme Health cash plan Share save scheme Discounts on products and services   Job Role Taking inbound calls and dealing with all enquiries Updating database for each call Processing internet and email orders using Sage Filling all paperwork Processing product sample requests Preparing quotes Preparing lighting schemes Monitor customer back orders, forward orders and call off orders Maintain customer information Providing information on part numbers Maintain good product knowledge (training will be provided) Setting up customers for online ordering Administration support for Area Sales Managers Dealing with the carriers Key account outbound courtesy calls Updating excel spreadsheet Logging and processing warehouse discrepancies   Skills and experience Be personable and approachable Have excellent customer service skills, offering the best personal service at all time Be able to deal with difficult customers always remaining calm and professional Have the initiative to find a resolution to any problems that may arise Work equally well in a team as well as being able manage their own workload Effectively manage their own time Be accurate and efficient at all times Have basic knowledge of Word, outlook, Excel and Sage would be beneficial   Click here to apply 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.

Oakley Recruitment is working in partnership with an expanding organisation based in Newcastle under Lyme. This is an excellent opportunity to join the team supporting Financial Advisors on a full-time permanent basis. Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality The team all work exceptionally well together, it’s a friendly, warm and supportive team member that will thrive in this role. This person will be knowledgeable in financial services and be adaptable to change as the business is evolving and growing all of the time. The ability to work to a vision and have a dynamic approach. Reward 23 days holiday including bank holidays, increasing in length of service to 25 days Contributory pension Sick pay probation (4 weeks) Life insurance Virtual doctor and mental health appointments Salary sacrifice Hybrid working with 1-2 days at home (based on experience)   Job Role Supporting multiple Financial Advisors at any one time. Obtaining provider information Run Risk Profiler results via FE Analytics Processing New Business following adviser handover Ensuring all compliance documents on file Submission to providers direct or electronically via platform Adding plan and activity for tracking to completion Ensuring client advised of progress throughout this process Administering investments, pensions and protection to include transfers Assisting with research and producing FE Analytics fund switch reports Processing and monitoring switch directly with provider or electronically via platform Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing half yearly valuation reports for issue to client (postal or electronic) Providing Post Review Summary report to client Completing withdrawal instructions on behalf of clients/advisers   Skills and experience Demonstrating good customer communication and relationships Team working and collaboration Using systems and processes Demonstrate honesty and integrity Adaptability, enthusiasm, dependability Personal commitment Click here to apply   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.