Client Executive

Eight Financial Advice; Winchester; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company bonus

28 days holiday + bank holidays + your

birthday off

Private medical insurance

Life assurance (4x salary)

Mortgage and pension advice

Volunteering time

Social events

Job summary

Eight Financial Advice in Winchester is seeking a Client Executive to be the main point of contact for advisers and clients, ensuring a seamless experience from start to finish. You will focus on delivering excellent client service, coordinating with internal teams to handle requests efficiently.

The role offers hybrid working: 3 days in the office and 2 days flexible, with additional benefits including performance bonuses, private medical insurance, and a comprehensive pension plan.

Qualifications

• Strong organisational and multitasking abilities required.
• Excellent verbal and written communication skills.
• Confident in liaising with clients and advisers.
• Proficient with Outlook, Microsoft Office and CRM systems.

Responsibilities

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

Skills

Organisational skills

Multitasking

Communication

CRM proficiency

Outlook & Office

Team player

Tools

CRM systems

Microsoft Office

Job description

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 a Client Executive, you will be the main point of contact for both advisers and their clients, 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.

Requirements

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)
• Free mortgage and pension advice from our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events