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.
- 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)
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
#J-18808-Ljbffr
Client Executive in Winchester employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
