Client Relations Executive - Hybrid | Bonus & Benefits

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

Benefits offered by this job

Hybrid working

Performance bonus

Company bonus

28 days holiday

Private medical insurance

Life assurance (4x salary)

EAP & mental health support

Cycle-to-work scheme

Volunteer hours

Job summary

Eight Financial Advice is seeking a Client Executive in Whiteley, near Winchester, offering a hybrid role with a £28,000 salary. You will be the main contact for advisers and clients, ensuring a seamless experience and coordinated support across internal teams.

Key responsibilities include diary management, client enquiries handling, and maintaining accurate records. The role emphasizes proactive service, relationship building, and collaboration with advisers to drive smooth pipelines.

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

Verbal and written communication

Client and adviser liaison

Outlook

Microsoft Office

CRM systems

Detail oriented

Team player

Tools

Outlook

Microsoft Office

CRM systems

Job description

Eight Financial Advice is seeking a Client Executive in Whiteley, near Winchester, offering a hybrid role with a £28,000 salary. You will be the main contact for advisers and clients, ensuring a seamless experience and coordinated support across internal teams.

Key responsibilities include diary management, client enquiries handling, and maintaining accurate records. The role emphasizes proactive service, relationship building, and collaboration with advisers to drive smooth pipelines.