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.
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