Client Relationship Executive

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:

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.

LN18796

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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