Client Executive

2 weeks ago


Broadstone, United Kingdom Eight Wealth Management Ltd Full time

**Based in Totton**

Being part of Eight, is like being part of a big family. We are an exciting and dynamic team, on a mission to be our best; for ourselves, each other, and of course, our clients. By joining Eight, you will want to share in our RESPECT values. We demonstrate these through what we call the 3Bs: Building Relationships, Being Responsible. Being Amazing

**Key duties and responsibilities**

The main role of the Client Executive is to provide effective and efficient day-to-day support to the financial advisers within the practice. The role will include building client relationships and managing their expectations, full diary management, regular communication with all stakeholders, amongst many other administrative tasks. Previous experience in a financial services environment would be beneficial.

**Experience/Requirements**

This is a busy role, so you must be pro-active, be great at organising your work and time, have a great ‘can-do’ attitude and be an excellent communicator and team player.

We also embrace the use of technology; so, you must be willing to embrace new developments when they arise, along with having excellent IT knowledge in MS Office products. Training will be given in all our systems, all we ask for, is a positive attitude towards learning new things

**Benefits**

We like to work SMART at Eight in terms of how, when and where we work So, whilst there is an opportunity to work flexibly, you will be expected to always keep the 3Bs in mind, and work from an Eight office a minimum of 3-days a week and when required by your manager and our clients. We offer an attractive salary and benefits package; however, we are much more than this, we are a family and it’s a great place to work

**Job Types**: Full-time, Permanent

**Salary**: £26,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- Paid volunteer time
- Private medical insurance
- Referral programme

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: Hybrid remote in Broadstone


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