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Client Relationship Executive, BracknellHybrid WorkingUp to £28,000
IntroductionThis opportunity is ideal for someone with experience in client services, customer support, or administration—particularly within regulated or professional services environments. If you enjoy talking to people, keeping things organised, and being the bridge between clients and consultants, this could be your next move.
The role offers hybrid working, flexibility in hours, and a supportive team culture. You’ll be joining a firm that genuinely values progression, precision, and putting people first. There's room to grow, and you’ll be surrounded by professionals who take compliance and customer care seriously.
The BusinessThis is a well-established, directly authorised firm operating in the financial services sector. With strong leadership and a track record of consistent growth, they’ve built a modern, tech-enabled environment to support their advisers and staff. The culture is professional yet personable, with a close-knit team that works collaboratively across several locations. You’ll have access to structured systems, internal compliance support, and a forward-thinking leadership team who welcome ideas and initiative.
The RoleYou’ll be the first voice new prospects hear—calling them, qualifying their interest, and arranging consultations with advisers. Your day might include following up via email or LiveChat, updating internal systems with accurate lead data, and ensuring any vulnerable clients are managed appropriately and with care.
It’s not just about calls—you’ll also be the eyes and ears of the business when it comes to spotting trends, sharing insights with management, and making sure every enquiry is handled in line with GDPR and FCA guidelines. If an adviser needs briefing notes before a meeting, you’ll have already sent them. If a client needs rescheduling, you’ll have it sorted before anyone else notices.
Benefits
- Salary up to £28,000
- Hybrid working (Bracknell office + home)
- Flexible hours (37.5 hours per week)
- Employer pension (salary sacrifice available)
- Death in service benefit (4x salary)
- Permanent Health Insurance (PHI)
- We Care Employee Assistance Plan
- 25 days holiday, increasing by 1 day each year up to 30 days, plus your birthday off
- Electric Vehicle salary sacrifice scheme
- Annual discretionary bonus
- Share options, issued annually
How to ApplyTo apply, just submit your CV and we’ll be in touch for a short initial call. The interview process is straightforward—a conversation with the hiring manager, followed by a second stage focused on practical scenarios and culture fit. We’ll keep you updated at every step.
