Client Experience Executive

Client Experience Executive at Eight Financial Advice in Totton, providing executive support, client experience, and enquiry management. Looking for a naturally warm and highly organised individual.

Requirements

• Provide structured executive support to the Group Marketing Partner
• Act as a central point of coordination for new enquiries
• Maintain accurate prospect data and update workflow systems
• Deliver a high-quality in-office experience
• Be the first point of contact for clients and prospects

Benefits

• Performance bonus
• Company-wide bonus
• 28 days' holiday + bank holidays + birthday off
• Onsite parking
• Private medical insurance
• Life assurance (4x salary)
• Wellbeing support
• Free mortgage and pension advice
• Volunteering time via The Eight Foundation
• Regular socials & epic events