Job Description
We are seeking a Client Relationship Executive to join a client focused financial advisory environment, supporting Financial Advisers in delivering an outstanding client experience.
You will act as a key point of contact for clients, managing queries, coordinating meetings, and overseeing ongoing servicing activities while building strong, trusted relationships. Working closely with advisers and internal teams, you will help ensure all client interactions are handled efficiently and to a high standard.
The ideal candidate will have experience within an IFA or wealth management setting, with a good understanding of pensions, investments, and protection products, and familiarity with FCA requirements. You will be organised, proactive, and a strong communicator with a positive, solutions focused approach.
A great opportunity to take ownership in a client-facing position within a collaborative and professional environment. Progress toward CII qualifications ...