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- Tasks: Manage client relationships and support a senior adviser 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 options.
- Other info: Thriving 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.
Client Relationship Executive - The Role:
- 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
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
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
Contact Detail:
YourRecruit 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 that you can handle the busy nature of the Client Relationship Executive position with ease.
✨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 on board!
We think you need these skills to ace Client Relationship Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Executive role. 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 specific experiences where you’ve managed client relationships or supported advisers.
Show Off Your Attention to Detail: In a role where accuracy is key, demonstrate your attention to detail in your application. Double-check for any typos or errors, and ensure your documents are well-organised and clear.
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 get you on the path to joining our supportive team!
How to prepare for a job interview at YourRecruit
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and wealth management. Understand the key services the firm offers and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and prepared.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, come prepared with examples of how you've successfully managed multiple priorities in previous roles. Use specific scenarios to illustrate your proactive approach and attention to detail.
✨Communicate Confidently
Practice your communication skills before the interview. Be clear and concise when discussing your experiences, and don’t hesitate to ask questions. This demonstrates your confidence and eagerness to engage with high-net-worth clients.
✨Emphasise Teamwork
Highlight your ability to work collaboratively, especially in a fast-paced environment. Share examples of how you've supported advisers or worked closely with clients to deliver exceptional service, as this is crucial for the role.