At a Glance
- Tasks: Support financial advisers and manage client relationships with a focus on excellent service.
- Company: Join Eight Financial Advice, a dynamic team in Tunbridge Wells.
- Benefits: Enjoy hybrid working, performance bonuses, and 28 days' holiday plus your birthday off.
- Other info: A proactive, detail-oriented team player will thrive in this fast-paced environment.
- Why this job: Be the key contact for clients and advisers, making a real difference every day.
- Qualifications: Strong organisational skills and confidence in client communication are essential.
The predicted salary is between 28000 - 28000 € 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
Client Executive in Kent employer: Eight Financial Advice
At Eight Financial Advice, we pride ourselves on being an exceptional employer, offering a dynamic work culture that values client relationships and employee growth. Located in the vibrant Tunbridge Wells, our team enjoys hybrid working arrangements, generous holiday allowances, and performance bonuses, all while being part of a supportive environment that encourages proactive engagement and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Client Executive role, and who knows? They might just have the inside scoop on opportunities.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their approach to client service. We want you to shine when discussing how you can enhance their client relationships.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This will demonstrate that you're the proactive, detail-oriented candidate they're looking for.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Executive in Kent
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 perfect 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, and don’t forget to proofread!
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 us!
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 your workload and ensure nothing falls through the cracks.
✨Demonstrate Your Client-Focused Mindset
Think of specific instances where you've gone above and beyond for clients or colleagues. Highlight your proactive approach and attention to detail, as these are crucial for building strong relationships in this role. Make it clear that client satisfaction is your top priority.
✨Practice Your Communication Skills
As a Client Executive, you'll be liaising with both advisers and clients. Practise articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable with discussing your experiences and answering common interview questions.
