Client Experience Executive — Hybrid, Bonuses & Benefits

Eight Financial Advice; Marlow; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Hybrid work pattern

Performance bonus

Company-wide bonus

28 days holiday + bank holidays + your

birthday off

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Mortgage and pension advice

Volunteering time: 8 hours

Regular socials

Job summary

Eight Financial Advice is seeking a Client Executive in Marlow to be the primary contact for advisers and clients, ensuring a smooth end-to-end experience. You will manage relationships, coordinate with internal teams, and support meeting scheduling with a proactive, detail-focused approach.

The role emphasizes strong communication, organisation, and teamwork, with a hybrid pattern requiring three days in the office and two days flexible.

Qualifications

• 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.

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

Liaising with clients

Detail-oriented

Team player

Tools

Outlook

Microsoft Office

CRM systems

Job description

Eight Financial Advice is seeking a Client Executive in Marlow to be the primary contact for advisers and clients, ensuring a smooth end-to-end experience. You will manage relationships, coordinate with internal teams, and support meeting scheduling with a proactive, detail-focused approach.

The role emphasizes strong communication, organisation, and teamwork, with a hybrid pattern requiring three days in the office and two days flexible.