Eight Wealth Management - Whiteley
Client Executive
£27,000 - £28,000 - Full time - Permanent
Are you organised, proactive, and client-focused? Do you thrive in a fast-paced environment where relationship management and attention to detail are key? If so, we would love to hear from you.
About the Role
As a Client Executive, you will be the main point of contact for both advisers and their clients, ensuring a seamless experience from start to finish. Your role will focus on delivering excellent client service, managing relationships, and coordinating with internal teams to ensure requests and reviews are handled efficiently.
Key Responsibilities
* Provide day-to-day support to financial advisers.
* Act as the first point of contact for client enquiries.
* Build and maintain strong client relationships.
* Oversee diary management, meeting bookings, and appointment scheduling.
* Assist in client meetings and keep records up to date.
* Ensure advisers are informed of client communications and requests.
* Liaise with internal teams to support adviser pipelines.
What We're Looking For
* 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.
* A team player who thrives in a client-focused environment.
What We Offer
* 37 days of holiday (28 days holiday, 8 bank holidays and an extra day off for your birthday)
* Hybrid working - 3 days in office per week
* Flexible hours and hybrid/remote working options.
* Private medical insurance for your health and wellbeing.
* Career progression opportunities with support for personal growth.
* A vibrant, collaborative company culture with regular events.
Job Types: Full-time, Permanent
Pay: £27,000.00-£28,000.00 per year
Benefits:
* Bereavement leave
* Company events
* Company pension
* Free parking
* Life insurance
* On-site parking
* Paid volunteer time
* Private medical insurance
Work Location: Hybrid remote in Chelmsford CM2 7PN