At a Glance
- Tasks: Support financial advisers and manage client relationships for a seamless experience.
- 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 culture with regular socials and volunteering opportunities.
- Why this job: Be the go-to person for clients and advisers, making a real impact every day.
- Qualifications: Strong organisational skills, excellent communication, and proficiency in Microsoft Office.
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 & 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 in Marlow employer: Eight Financial Advice
At Eight Financial Advice, we pride ourselves on being an exceptional employer that values our employees' well-being and professional growth. Located in Whiteley, we offer a vibrant work culture with hybrid working options, generous holiday allowances, and comprehensive benefits including private medical insurance and performance bonuses. Our commitment to employee development is evident through regular social events and volunteering opportunities, making us a rewarding place to build your career as a Client Executive.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive in Marlow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Eight Financial Advice. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Executive in Marlow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Eight Financial Advice.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Eight Financial Advice's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Eight Financial Advice
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Eight Financial Advice.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Eight Financial Advice will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Eight Financial Advice employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
