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- Tasks: Support a Financial Planning Director and manage client relationships in a dynamic environment.
- Company: Reputable independent wealth management firm with a supportive team culture.
- Benefits: Salary up to £42,000, fantastic benefits, and hybrid working after probation.
- Other info: Fast-paced role with varied tasks and excellent career growth opportunities.
- Why this job: Be at the centre of client interactions and make a real impact on high-net-worth clients.
- Qualifications: Experience in financial planning and strong organisational skills required.
The predicted salary is between 42000 - 42000 £ per year.
Are you an experienced Financial Planning Administrator or Client Support professional looking to step into a fast-paced, high-trust role supporting a senior adviser? We are working with a highly regarded, independent wealth management firm who are looking to appoint a Client Relationship Executive to support the Financial Planning Director on a 1:1 basis. This is a key hire within their Private Client team and offers the opportunity to work closely with high-net-worth clients while playing a central role in delivering an exceptional service. This is a busy and varied position that would suit someone highly organised, proactive, and confident managing multiple priorities in a fast-moving environment.
Tasks Client Relationship Executive – The Role:
- You will act as the primary support to a Financial Planning Director, ensuring the smooth running of their client portfolio and day-to-day activities. This includes:
- Managing client relationships and acting as a key point of contact
- Supporting the onboarding of new clients and maintaining high service standards
- Preparing and checking client documentation and communications
- Managing diaries, appointments, and workflow priorities
- Liaising with providers and processing business on relevant platforms
- Ensuring all work is completed accurately and in line with compliance procedures
- Keeping clients updated throughout the advice process
Requirements What our client is looking for:
- Previous experience within a financial planning / wealth management environment
- Experience supporting an adviser or working closely with clients
- Strong organisational skills with the ability to prioritise effectively
- High attention to detail and a proactive approach to work
- Confident communicator, both written and verbal
- Comfortable working in a fast-paced, high-pressure environment
Benefits What’s on offer:
- Salary up to £42,000 depending on experience
- Fantastic benefits
- Hybrid working after probation (initially office-based)
- Opportunity to work closely with a senior adviser and high-value clients
- Supportive team environment within a growing business
This role would suit someone who enjoys being at the centre of things, takes ownership of their workload, and thrives in a role where no two days are the same.
Client Relationship Executive employer: YOURRECRUIT LIMITED
Contact Detail:
YOURRECRUIT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re looking for someone who thrives in a fast-paced environment. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you’ve managed multiple priorities in previous roles. We want to see how you can keep things running smoothly for the Financial Planning Director and high-net-worth clients.
✨Tip Number 4
Don’t forget to 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 engage directly with us. Let’s get you that Client Relationship Executive role!
We think you need these skills to ace Client Relationship Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Relationship Executive. Highlight your experience in financial planning and client support, and don’t forget to showcase those organisational skills that we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this fast-paced role. Mention your proactive approach and how you’ve successfully managed multiple priorities in the past.
Showcase Your Communication Skills: As a key point of contact for clients, strong communication is essential. In your application, demonstrate your written communication skills and provide examples of how you’ve effectively liaised with clients or colleagues.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. 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 YOURRECRUIT LIMITED
✨Know Your Client Relationship Basics
Make sure you brush up on your knowledge of client relationship management, especially in a financial planning context. Be ready to discuss how you've successfully managed client relationships in the past and what strategies you used to maintain high service standards.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples that demonstrate your ability to manage multiple priorities effectively. Think about times when you had to juggle various tasks and how you ensured everything was completed accurately and on time.
✨Communicate Confidently
As a key point of contact for clients, your communication skills are crucial. Practice articulating your thoughts clearly and confidently, both verbally and in writing. Consider preparing a few questions to ask during the interview to show your engagement and interest.
✨Understand Compliance Procedures
Familiarise yourself with compliance procedures relevant to the wealth management industry. Be prepared to discuss how you ensure accuracy and adherence to these procedures in your work, as this will be a significant part of your responsibilities in the role.