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Sevenoaks, Kent
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Client Relationship Executive

Client Relationship Executive

Capio Recruitment Financial Planning

Posted a day ago, valid for 7 days

Sevenoaks, Kent TN14, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The job title is Client Relationship Executive with a salary range of £30,000 - £32,000.
The position is located in the Sevenoaks District and requires candidates to have relevant experience in client relationship management.
The role involves being the primary point of contact for clients, managing appointments, and supporting data entry into the internal CRM.
Candidates will work in a supportive office environment that promotes efficiency and client satisfaction.
In addition to a competitive salary, the firm offers hybrid working options, a pension scheme, and other benefits.

Job Title: Client Relationship Executive

Salary: £30,000 - £32,000

Location: Sevenoaks District

We have an exciting opportunity within a leading national financial planning firm providing holistic and dynamic streams of advice using market-leading technology and solutions.

This firm are striving to grow and be a recognised wealth management brand across the UK having recently acquired reputable foundation businesses in the advice world.

The office environment is progressive and supportive, and colleagues are all-aligned to build an exceptional business environment and service for clients.

You will….

- Be the primary point of contact for clients; building relationships and rapport, creating a welcoming environment within the office, resolving queries and chasing outstanding requirements to ensure an efficient advice process

- Organise Financial Planners diaries, client appointments, meeting times and locations.

- Support data input into internal CRM such as fact finds, review packs and client maintenance requirements.

- Work in a timely manner, seeking efficiency updates and improvements to improve client experience

- Day to day office management, stationery and office supply ordering, mentoring Client Relationship Executive Assistant colleagues and assist with the development of operational processes.

In Return….

- Friendly and hard-working office environment

- Hybrid/Remote working

- Death In Service

- Competitive pension scheme

- And more!

Interested in this opportunity? Please get in touch with us at Capio, we would love to speak to you!

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