Client Executive

Eight Financial Advice; Whiteley; Hybrid; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company bonus

28 days holiday

Birthday day off

Private medical insurance

Life insurance

Wellbeing support

Mortgage advice

Pension advice

Volunteer hours

Social events

Job summary

Eight Financial Advice in Whiteley is seeking a Client Executive to be the main contact for advisers and clients, ensuring a seamless experience and handling diary management.

The role emphasizes delivering excellent client service, coordinating with internal teams and maintaining detailed records. The ideal candidate is highly organised, proactive, and proficient with Outlook, MS Office and CRM systems, with a client-focused mindset.

Qualifications

• Strong organisational and multitasking skills.
• Excellent verbal and written communication.
• Confident liaising with clients and advisers.
• Proficient with Outlook, MS Office and CRM systems.
• Proactive and detail-oriented team player.

Responsibilities

• Provide day-to-day support to financial advisers.
• Act as first point of contact for client enquiries.
• Build and maintain strong client relationships.
• Oversee diary management, meeting bookings, and appointment scheduling.
• Assist in client meetings and keep records up to date.
• Ensure advisers are informed of client communications and requests.
• Liaise with internal teams to support adviser pipelines.

Skills

Organisational skills

Multitasking

Client-focused

Relationship management

Communication skills

Proactive

Tools

Outlook

Microsoft Office

CRM systems

Job description

Client Executive

Whiteley - £28,000

Eight Financial Advice

Are you organised, proactive, and client-focused? Do you thrive in a fast-paced environment where relationship management and attention to detail are key? If so, we would love to hear from you.

About the Role

As aClient Executive, you will be the main point of contact for both advisersand theirclients, ensuring a seamless experience from start to finish. Your role will focus on delivering excellent client service, managing relationships, and coordinating with internal teams to ensure requests and reviews are handled efficiently.

Key Responsibilities

• Provide day-to-day support to financial advisers.
• Act as the first point of contact for client enquiries.
• Build and maintain strong client relationships.
• Oversee diary management, meeting bookings, and appointment scheduling.
• Assist in client meetings and keep records up to date.
• Ensure advisers are informed of client communications and requests.
• Liaise with internal teams to support adviser pipelines.

What We’re Looking For

• Strong organisational and multitasking skills.
• Excellent verbal and written communication.
• Confidence in liaising with clients and advisers.
• Proficiency in Outlook, Microsoft Office, and CRM systems.
• A proactive and detail-oriented approach.
• A team player who thrives in a client-focused environment.

• Hybrid working: 3 days in the office, 2 days wherever you work best
• Performance bonus+Company-wide bonus(when Eight hits targets)
• 28 days' holiday+bank holidays+your birthday off
• Private medical insurance&life assurance(4x salary)
• Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
• Free mortgage and pension advicefrom our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events