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:
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
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.
If you’d like to find out more, feel free to get in touch for a confidential discussion.
For your information:
*Interested? Please send your CV in as a Word format only
**Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship)
***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee.
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Salary description
£35000.00 - £42000.00 per year