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For Companies At a Glance
- Tasks: Support financial advisers and manage client relationships with a proactive approach.
- Company: Join Eight Financial Advice, a dynamic team focused on client success.
- Benefits: Enjoy hybrid working, performance bonuses, and 28 days' holiday plus your birthday off.
- Other info: Experience a vibrant workplace with regular socials and opportunities for personal growth.
- Why this job: Be the key contact for clients and advisers, making a real difference in their experience.
- Qualifications: Strong organisational skills and confidence in client communication are essential.
The predicted salary is between 21600 - 32400 £ per year.
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
- 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
Client Executive employer: Eight Financial Advice
Contact Detail:
Eight Financial Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive
✨Tip Number 1
Network like a pro! Reach out to current employees at Eight Financial Advice on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by practising common questions. Think about how your organisational skills and client-focused approach can shine through. We want to see your personality!
✨Tip Number 3
Showcase your multitasking abilities during the interview. Share examples of how you've juggled multiple tasks while keeping clients happy. It’s all about demonstrating that proactive attitude!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. And remember, apply through our website for the best chance at landing that Client Executive role!
We think you need these skills to ace Client Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Executive role. Highlight your organisational skills and any experience in client management to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client service and how your proactive approach can benefit our team. Keep it concise but engaging!
Showcase Your Communication Skills: Since this role involves liaising with clients and advisers, make sure your written application demonstrates your excellent communication skills. Use clear and professional language throughout!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eight Financial Advice
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Client Executive role. Familiarise yourself with the key responsibilities and think about how your skills align with them. This will help you articulate your fit for the position and show that you're genuinely interested.
✨Showcase Your Organisational Skills
Since the job requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and keep everything on track, as this will demonstrate your capability to thrive in a fast-paced environment.
✨Practice Your Communication Skills
As a Client Executive, you'll be liaising with clients and advisers regularly. Practise clear and concise communication by rehearsing common interview questions. Consider doing mock interviews with a friend to refine your verbal and written communication skills, ensuring you come across as confident and professional.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions to ask the interviewer. Inquire about the team dynamics, company culture, or how success is measured in the role. This not only shows your interest but also helps you determine if the company is the right fit for you.