At a Glance
- Tasks: Engage with clients, manage bookings, and support seminars to enhance client relationships.
- Company: Join a dynamic financial advisory team focused on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Fast-paced role with opportunities for growth and impact.
- Why this job: Be the key player in building lasting client relationships and driving business success.
- Qualifications: 1-3 years in client-facing roles; experience in financial services is a plus.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for a proactive and personable Client Engagement Executive to join our financial advisory team. This is a role at the heart of our business – you’ll be the engine behind keeping our advisers’ diaries full, our new enquiries warm, and our seminar programme running smoothly. If you’re highly organised, confident on the phone, and thrive on building genuine relationships with people, this could be the perfect fit.
Key Responsibilities
- Proactively contact existing clients to schedule Annual Review appointments with their adviser.
- Manage the end-to-end booking process, ensuring adviser diaries remain full and the review pipeline stays on track.
- Act as the key liaison between clients and advisers, ensuring every interaction feels personal and valued.
- Serve as the first point of contact for inbound enquiries, reaching out promptly and professionally to new prospects.
- Qualify incoming leads and guide prospective clients smoothly through to an adviser appointment.
- Maintain accurate records of all enquiries and follow-up activity within the CRM system.
- Support all logistical aspects of client seminars, including venue, invitations, and attendee management.
- Provide hands-on support on the day of each event to ensure smooth delivery.
- Follow up with seminar attendees post-event to capitalise on engagement and convert interest into appointments.
- Confident, professional telephone manner with the ability to build rapport quickly.
- Strong relationship-building and stakeholder management abilities.
- Problem-solving mindset with a proactive approach.
- Ability to manage a high volume of bookings, enquiries, and event logistics simultaneously.
- Commercial awareness and understanding of customer needs.
- Strong organisational and time-management skills.
- Proficiency in CRM systems and Microsoft Office tools.
Qualifications & Experience
- 1–3 years of experience in client-facing, customer success, or account management roles.
- Experience within financial services, wealth management, or a professional services environment is highly desirable.
Key Performance Indicators (KPIs)
- Volume and quality of Annual Review appointments booked.
- Speed and conversion rate of incoming enquiry follow-ups.
- Seminar attendance rates and post-event engagement.
- Client satisfaction scores and feedback from reviews and seminars.
Client Engagement Executive employer: Lumin Wealth Limited
As a Client Engagement Executive in our dynamic financial advisory team, you'll thrive in a supportive work culture that values proactive communication and relationship-building. We offer comprehensive training and development opportunities to help you grow your career while enjoying a vibrant office environment that fosters collaboration and innovation. Join us in a role where your contributions directly impact client satisfaction and business success, all within a company that prioritises employee well-being and engagement.
