Client Experience Executive

Cambridge (office-based)

Salary: £25,000 – £30,000

Reports to: Director of Client Experience

The Role

I am recruiting a highly organised and client-focused Client Experience Executive to support Directors, Financial Planners and Client Relationship Managers within a professional financial services environment. This is a varied, fast-paced role focused on delivering an excellent client experience while maintaining high operational and regulatory standards.

Key Responsibilities

• Execute client instructions (e.g. new business, withdrawals) within agreed SLAs.
• Maintain accurate and secure client records across internal systems.
• Prepare client documentation including meeting packs, valuations, fee requests and invoices.
• Coordinate and support client meetings, including diary management and meeting room preparation.
• Act as a professional point of contact for clients via phone, email and in person.
• Liaise with third-party providers to track business through to completion.
• Support colleagues and adhere to FCA, SM&CR and internal compliance requirements.

About You

Essential:

• Strong organisational, communication and problem-solving skills.
• Experience working in a busy office environment with changing priorities.
• Confident using MS Office (Word, Excel, Outlook).
• Proactive, professional and able to work under pressure.

Desirable:

• Experience using a financial services back-office system (e.g. Intelliflo).
• CII R01 qualified or willing to study towards it (with further professional study supported).

Benefits & Rewards

• Salary £25,000 – £30,000 plus discretionary annual bonus.
• Pension scheme:
  • Eligible to join on starting, subject to criteria, with 3% employer / 4% employee (net) contributions during the first 12 months.
  • After 12 months’ continuous service, employer contribution increases to 6% provided the employee contributes a minimum of 3%, operated via salary sacrifice.
  • Opportunity to increase employee contributions annually, with enhanced employer contributions available after long service.
• Annual leave:
  • 23 days per full holiday year (1 January – 31 December) plus 8 bank holidays, pro-rated on joining.
  • Increases by 1 day after 2 complete holiday years, and a further day after 5 complete holiday years.
• Private medical insurance, income protection and death in service cover.
• Dental insurance, Employee Assistance Programme and funded eye tests.
• Annual leave flexibility including option to buy or sell holiday.
• Flexible working policy, Cycle to Work scheme and a paid volunteering day.
• Ongoing training, exam support and long-service awards.
• Supportive culture with staff socials and referral incentives.

Why Apply?

This is an excellent opportunity to join a well-established financial services team offering long-term career development, strong benefits and a collaborative working environment.

Synonyms

IFA Administrator, Financial Planning Administrator, Client Support Administrator, Financial Services Administrator, Wealth Management Administrator, Client Delivery Administrator