Client Executive

We are looking for a Client Executive to provide day-to-day support to financial advisers and manage client relationships in a fast-paced environment.

Requirements

• 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

Benefits

• Performance bonus
• Company-wide bonus
• 28 days' holiday
• Bank holidays
• Birthday off
• Private medical insurance
• Life assurance
• Wellbeing support
• Free mortgage and pension advice
• Volunteering time via The Eight Foundation