Are you an experienced Financial Planning Administrator or Client Support professional looking to step into a fast-paced, high-trust role supporting a senior adviser?
We are working with a highly regarded, independent wealth management firm who are looking to appoint a Client Relationship Executive to support the Financial Planning Director on a 1:1 basis. This is a key hire within their Private Client team and offers the opportunity to work closely with high-net-worth clients while playing a central role in delivering an exceptional service.
This is a busy and varied position that would suit someone highly organised, proactive, and confident managing multiple priorities in a fast-moving environment.
Client Relationship Executive – The Role:
You will act as the primary support to a Financial Planning Director, ensuring the smooth running of their client portfolio and day-to-day activities. This includes:
* Managing client relationships and acting as a key point of contact
* Supporting the onboarding of new clients and maintaining high service standards
* Preparing and checking client documentation and communications
* Managing diaries, appointments, and workflow priorities
* Liaising with providers and processing business on relevant platforms
* Ensuring all work is completed accurately and in line with compliance procedures
* Keeping clients updated throughout the advice process
What our client is looking for:
* Previous experience within a financial planning / wealth management environment
* Experience supporting an adviser or working closely with clients
* Strong organisational skills with the ability to prioritise effectively
* High attention to detail and a proactive approach to work
* Confident communicator, both written and verbal
* Comfortable working in a fast-paced, high-pressure environment
What’s on offer:
* Salary up to £42,000 depending on experience
* Fantastic benefits
* Hybrid working after probation (initially office-based)
* Opportunity to work closely with a senior adviser and high-value clients
* Supportive team environment within a growing business
This role would suit someone who enjoys being at the centre of things, takes ownership of their workload, and thrives in a role where no two days are the same.
If you’d like to find out more, feel free to get in touch for a confidential discussion.
For your information:
*Interested? Please send your CV in as a Word format only
**Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship)
***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee.
Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation.
To stay safe in your job search we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the JobsAware website for information on common scams and to get free, expert advice for a safer job search