Client Experience Executive – London

recruitukltd Salary: £26K

Do you have a solid background in administration and dealing with High Net Worth Clients? Perhaps you’ve worked in private banking and strive to give truly excellent service?

My client, a multi-award-winning firm of financial advisors, was established 12 years ago and have many offices across the UK. They are looking for a Client Experience Executive to join their ever growing team of Private Client administrators providing a high quality administration and support service to Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients.

This company is exceptional at nurturing, supporting and developing their people as well as providing an excellent benefits package.

The role of the Client Experience Executive:

  • To provide administrative support to Partners assisting them in the preparation and follow up of consultancy days and all they involve.
  • Liaise with Partners and Paraplanners to ensure that we deliver against a client’s expectations and highlight any concerns.
  • Provide general day to day support to the Senior Client Experience Executive and all relevant Partners.
  • The role will require a numerate and articulate individual who is highly organised and self-motivated.

What’s on offer:

  • Attractive salary of up to 26K
  • Excellent Company Benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service.
  • Generous holiday allowance.
  • On site car parking.

To qualify, the Client Experience Executive must have:

  • Previous experience of working in a busy office environment and good knowledge of pensions and investments.
  • Strong track record developing and maintaining good working relationships with clients, advisers and staff and able to build rapport quickly
  • Have excellent knowledge of Microsoft Office packages including Word, Excel and Outlook plus intelligent office.
  • Commitment to pass basic financial industry exam within 3 months of employment (internal exam)

If you would like to apply for this Client Experience Executive position, please call Melissa on 01179-170413 or email

Quote reference: 12489

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