# Client Executive

**Company:** [Eight Financial Advice](http://jobs.workable.com/companies/bV6ojfraTtoc8DiNcGvndF.md)
**Location:** Tunbridge Wells, United Kingdom
**Workplace:** hybrid
**Employment type:** Full-time
**Department:** Client Services

[Apply for this job](http://jobs.workable.com/view/96154b67-4312-4475-b3d4-125d3ac0e6ce)

## Description

**Client Executive**

**£28,000**

**Tunbridge Wells - Eight Financial Advice**

Are you organised, proactive, and client-focused? Do you thrive in a fast-paced environment where relationship management and attention to detail are key? If so, we would love to hear from you.

**About the Role**

As a **Client Executive**, you will be the main point of contact for both a**dvisers** and their **clients**, ensuring a seamless experience from start to finish. Your role will focus on delivering excellent client service, managing relationships, and coordinating with internal teams to ensure requests and reviews are handled efficiently.

**Key Responsibilities**

-   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 We’re Looking For**

-   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

-   **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**