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