Client Relations Executive — Hybrid & Bonuses

Discovery Point; United Kingdom; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company-wide bonus

28 days holiday

Birthday off

Private medical insurance

Life assurance

Wellbeing support

Mortgage & pension advice

Volunteering time

Social events

Job summary

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

The role emphasizes strong organisational ability, proactive communication, and a team-spirited approach in a hybrid working environment with opportunities for professional growth.

Qualifications

• Strong organisational and multitasking abilities.
• Excellent verbal and written communication skills.
• Confidence when liaising with clients and advisers.
• Proficiency with Outlook and Microsoft Office suites.
• Experience using CRM systems to track client interactions.

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 appointments.
• 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

Communication

Client liaison

Outlook

Microsoft Office

CRM systems

Job description

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

The role emphasizes strong organisational ability, proactive communication, and a team-spirited approach in a hybrid working environment with opportunities for professional growth.