Overview

A well-established, values driven financial planning firm with offices across multiple locations is entering an exciting phase of growth.

We are looking for a capable and experienced Client Relationship Executive to join our clients, dynamic team. This is far more than an administrative position, it's a key role at the heart of the client experience, with real opportunity to help shape the way the business grows with great opportunities to develop your career

Responsibilities

As a Client Relationship Executive, your key responsibilities will include:

* Client Communication: Act as the main point of contact for clients, delivering clear, professional, and empathetic communication with clients, providers, and third parties.

* Meeting Coordination: Book and prepare client review meetings within appropriate timescales, ensuring all materials are accurate and organised.

* Client Reception: Welcome clients and visitors to our practice in a professional, approachable, and friendly manner, ensuring a positive and inclusive experience.

* Financial Administration:Manage financial documentation, administrative processes, and documentation via applicable platforms and systems with accuracy and efficiency.

* Regulatory Compliance: Maintain and update client records in compliance with internal policies, industry regulations, and external audit standards.

* Adviser Support: Collaborate with advisers to provide administrative support for client advice and reporting, contributing to outstanding service delivery.

* Continuous Improvement: Embrace opportunities to enhance current processes and participate in team discussions and initiatives for ongoing improvement.

Qualifications

* Proven experience in a client-facing role, with a strong focus on customer service and relationship management.

* Exceptional interpersonal and communication skills, with the ability to engage with individuals from diverse backgrounds effectively.

* Strong organisational abilities, with an analytical mindset and excellent attention to detail.

* Proficiency in financial administration and managing regulated documentation within specific time-sensitive frameworks.

* High proficiency with platforms, systems, and technology for financial record-keeping and data entry.

* An ability to work both independently and collaboratively, managing multiple priorities efficiently.

Desirable:

* Previous experience in wealth management, financial services, or a similar sector.

* A passion for creating an outstanding client experience with a customer-centric approach.

* Knowledge of regulatory compliance and industry standards in financial services.

If you're organised, client-focused and ready to grow with a forward-thinking team, we'd love to hear from you