Overview A well-established, values driven financial planning firm with offices across multiple locations is entering an exciting phase of growth. We are looking for a capable and experienced Client Relationship Executive to join our clients, dynamic team. This is far more than an administrative position, its a key role at the heart of the client experience, with real opportunity to help shape the way the business grows with great opportunities to develop your career Responsibilities As a Client Relationship Executive, your key responsibilities will include: Client Communication : Act as the main point of contact for clients, delivering clear, professional, and empathetic communication with clients, providers, and third parties. Meeting Coordination : Book and prepare client review meetings within appropriate timescales, ensuring all materials are accurate and organised. Client Reception : Welcome clients and visitors to our practice in a professional, approachable, and friendly manner, ensuring a positive and inclusive experience. Financial Administration :Manage financial documentation, administrative processes, and documentation via applicable platforms and systems with accuracy and efficiency. Regulatory Compliance : Maintain and update client records in compliance with internal policies, industry regulations, and external audit standards. Adviser Support : Collaborate with advisers to provide administrative support for client advice and reporting, contributing to outstanding service delivery. Continuous Improvement : Embrace opportunities to enhance current processes and participate in team discussions and initiatives for ongoing improvement. Qualifications Proven experience in a client-facing role, with a strong focus on customer service and relationship management. Exceptional interpersonal and communication skills, with the ability to engage with individuals from diverse backgrounds effectively. Strong organisational abilities, with an analytical mindset and excellent attention to detail. Proficiency in financial administration and managing regulated documentation within specific time-sensitive frameworks. High proficiency with platforms, systems, and technology for financial record-keeping and data entry. An ability to work both independently and collaboratively, managing multiple priorities efficiently. Desirable: Previous experience in wealth management, financial services, or a similar sector. A passion for creating an outstanding client experience with a customer-centric approach. Knowledge of regulatory compliance and industry standards in financial services. If youre organised, client-focused and ready to grow with a forward-thinking team, wed love to hear from you