Client Relationship Executive

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

Whats on offer:

• Salary up to 42000 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.

If youd like to find out more feel free to get in touch for a confidential discussion.