Client Executive

Jobtailor; Whiteley; On-site; GBP 22,000 - 32,000; Full time

Job summary

Jobtailor in Whiteley, United Kingdom, invites applications for a role providing day-to-day support to financial advisers and serving as a primary contact for client inquiries. You will help build strong client relationships and manage calendars, meetings, and records to keep advisers informed.

The role emphasizes proactive, detail-oriented work in a client-focused environment and requires excellent communication skills and CRM proficiency.

Qualifications

• Experience supporting financial advisers or professional services is preferred.
• Strong organisational and communication skills are essential.
• Ability to manage client inquiries and maintain records accurately.

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.

Skills

Organisational skills

Multitasking

Verbal communication

Written communication

Client liaison

Team player

Tools

Outlook

Microsoft Office

CRM systems

Job description

• 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

Requirements

• 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

Core Competencies

Demonstrates strong organisational and multitasking skills while providing exceptional support to financial advisers and maintaining client relationships. Proficient in managing communications and scheduling to enhance adviser efficiency and client satisfaction.

Highest-signal resume keywords

• Organisational Skills


• Multitasking Skills


• Verbal Communication


• Written Communication


• CRM Systems Proficiency

ATS Optimization Keywords

Hard Skills

• Diary Management


• Meeting Booking


• Appointment Scheduling


• Client Record Keeping


• Client Communication

Soft Skills

• Proactive Approach


• Detail-Oriented


• Team Player


• Client-Focused

Industry Keywords

• Client Relationship Management


• Financial Advisers Support

Tools & Technologies

• Outlook


• Microsoft Office


• CRM Systems