Client Executive
Client Executive
Whiteley - £28,000
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 advisers 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.
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.
- 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
Similar roles
Working Student Global Licensing (DACH) (all genders)
Tonies·Düsseldorf, Germany
About tonies: tonies is the globally leading interactive audio platform for children with more than 10 million Tonieboxes and 125 million Tonies sold. The intuitive and award-winning audio system has changed the way young children play and learn independently with its child-safe, wireless, and screen-free approach. Tonieboxes have been activated in over 100 countries, the content portfolio includes around 1,400…
- On-site
- Full-time
- Blue Card — tied; settle 21–33mo
Senior Strategist (d/f/m)
Jung von Matt·Stuttgart, Germany
Position Jung von Matt NECKAR is looking for a Senior Strategist (d/f/m). As a Senior Strategist (d/f/m) at Jung von Matt NECKAR, you are a strategic all-rounder with a deep passion for brands, communication and culture. You bring at least five years of strategic experience and have successfully led complex clients. You think holistically and unconventionally, distilling complexity into clear,…
- On-site
- Full-time
- Blue Card — tied; settle 21–33mo
(Senior)Service Manager Mobilfunk B2B Key (m/d/w) -Account Energiewirtschaft
prettyTELCO GmbH·Cologne, Italy
Was prettyTELCO von anderen Personalvermittlungen abhebt, ist unser Fokus auf die Vermittlung von Menschen, die nicht nur fachlich qualifiziert sind, sondern auch menschlich perfekt ins Unternehmen passen. 🤝🏻 Wir agieren deutschlandweit innerhalb der Telekommunikationsbranche und legen großen Wert auf einen persönlichen Ansatz. Wir nehmen uns Zeit, sowohl Unternehmen als auch Kandidaten kennenzulernen, um deren Wünsche und Anforderungen genau zu verstehen.…
- On-site
- Full-time
Applied AI Engineer, Codex
Openai·London, United Kingdom
ABOUT THE TEAM OpenAI’s Applied AI Engineering team helps organizations turn frontier AI capabilities into safe, reliable, and high-impact production systems. For software engineering organizations, this means helping customers adopt Codex and other OpenAI capabilities across the software development lifecycle—transforming how teams plan, build, test, review, and deliver software. We work directly with engineering leaders and hands-on developers to identify…
- Hybrid
- Full-time
Produktionsmitarbeiter:in (m/w/d) Bereich: Elektrolyse in Brixlegg
EUROJOBS Personaldienstleistungen SA·Brixlegg, Austria
Wir bei EUROjOBS sind immer auf der Suche nach klugen Köpfen. Menschen, die ihren Job lieben und mit Begeisterung und Engagement bei der Sache sind. Sie sind auch auf der Suche nach Ihrem Traumjob? Dann können wir Ihnen weiterhelfen! Für unseren Kunden, einen internationalen Anbieter von flexiblen Lösungen rund um Kupfer, sind wir auf der Suche nach einem/einer PRODUKTIONSMITARBEITER:IN (m/w/d)…
- Full-time
Senior Account Manager (Digital Marketing)
Solvi Digital·Manchester, United Kingdom
Solvi Digital is a B2B digital marketing agency built for the industrial world, manufacturers, distributors, engineers, construction, renewables, logistics and the trades. We help traditional businesses modernise how they win work and how they show up online, across paid media, SEO, cold outreach, websites, email and social. We're looking for a Senior Account Manager to own a portfolio of client…
- Remote
- Full-time
Senior Machine Learning Engineer, Search & Recommendations
Roku·Cambridge, United Kingdom
<div class="content-intro"><h2 style="font-family: GothamBold,Helvetica,Arial,sans-serif; color: #662d91;">Teamwork makes the stream work.</h2> <p> </p> <h3 style="font-family: GothamBold,Helvetica,Arial,sans-serif;"><strong>Roku is changing how the world watches TV</strong></h3> <p>Roku is the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on powering every television in the world. Roku pioneered streaming to the TV. Our mission is to be the TV streaming…
- On-site
- Full-time
Senior Staff Analog Mixed-Signal Design and Modelling Engineer
ionq·Oxford, United Kingdom
<div class="content-intro"><p><strong>About IonQ: </strong><strong><br></strong></p> <p><u><a href="https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fionq.com%2F&esheet=54451094&newsitemid=20260316477473&lan=en-US&anchor=IonQ%2C+Inc&index=7&md5=0818ffbedc6dbad8c4d1611ac94c2a0f" target="_blank">IonQ, Inc</a></u>. [NYSE: IONQ] is the world’s leading quantum platform and merchant supplier - delivering integrated quantum solutions across computing, networking, sensing, and security. IonQ’s newest generation of quantum computers, the IonQ Tempo, is the latest in a line of cutting-edge systems that have been helping customers and partners including <u><a href="https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fionq.com%2Fnews%2Fionq-speeds-quantum-accelerated-drug-development-application-with&esheet=54451094&newsitemid=20260316477473&lan=en-US&anchor=Amazon+Web+Services%2C&index=8&md5=a7f94ee9b71a392dca3cd6c413722e51" target="_blank">Amazon Web Services,…
- On-site
- Full-time
