Client Relations Executive - Hybrid + Bonuses

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

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.