Client Executive

Eight Financial Advice

Client Executive providing day-to-day support and managing relationships for financial advisers and their clients. Focusing on client service and coordination with internal teams in a hybrid workplace.

Posted 6/19/2026full-timeMarlow • 🇬🇧 United KingdomMid-LevelSenior💰 £28,000 per yearWebsite

About the role

Key responsibilities & impact

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 you’ll need

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.

Benefits

Comp & perks

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)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

organisational skillsmultitasking skillsverbal communicationwritten communicationclient liaisonproactive approachdetail-orientedteam playerclient-focused