Client Executive
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Client Executive
Eight Financial Advice· Client Services
About this role
Client Executive
Marlow - 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
Frequently Asked Questions
Is the salary disclosed for the Client Executive position at Eight Financial Advice?
The salary for this Client Executive role at Eight Financial Advice is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Executive position at Eight Financial Advice located?
This Client Executive role at Eight Financial Advice is based in Marlow, England, United Kingdom. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Executive role at Eight Financial Advice full-time or part-time?
This is listed as a Full time position. It is posted as a Client Executive role in the Client Services department at Eight Financial Advice.
Which team or department does the Client Executive at Eight Financial Advice belong to?
This Client Executive position is part of the Client Services department at Eight Financial Advice. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Executive position at Eight Financial Advice?
Click the "Apply Now" button on this page. You will be redirected to Eight Financial Advice's official application portal hosted on workable where you can submit your application directly.
When was the Client Executive job at Eight Financial Advice posted?
This Client Executive position at Eight Financial Advice was posted on Jun 19, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Executive
Eight Financial Advice
You'll be redirected to Eight Financial Advice's official application page on workable.