£27,000
Whiteley - Eight Financial Advice
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
Requirements
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
Benefits
Hybrid working: 3 days in the office, 2 days wherever you work best
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
Private medical insurance & life assurance (4x salary)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events