Client Experience Executive

Client Experience Executive

Eight Financial Advice - Totton

£28,000

Eight Financial Advice are looking for a new member in our Totton office to provide Executive Assistant support to our Group Marketing Partner while also looking after new and existing clients experience. This role is perfect for someone who loves client interaction and thrives helping others to perform at their best.

Executive Support

• Provide structured executive support to the Group Marketing Partner, including proactive diary and inbox management.
• Document meetings clearly and concisely, track actions and follow up to ensure accountability

New Enquiries

• Act as a central point of coordination for new enquiries received across the business, ensuring every enquiry is handled promptly, professionally and proactively.
• Maintain accurate prospect data, own and update Monday.com boards and workflow systems.

Front of House

• Be the first point of contact for clients, prospects and visitors to the Totton office.
• Deliver a high-quality in-office experience, including refreshments and follow up communication, encouraging satisfied clients and prospects to leave reviews.

The Person

• Naturally warm, confident and professional, able to build trust quickly with clients, advisers and senior leaders.
• Highly organised and proactive, taking ownership of your responsibilities and managing competing priorities with confidence.
• Commercially aware, understanding that effective enquiry management and client experience directly impact business growth.
• Calm under pressure, adaptable and able to respond positively to changing demands.
• Detail-oriented and accountable, ensuring actions are followed through and nothing is missed.
• Emotionally intelligent, able to read situations and adjust your communication style appropriately.
• Comfortable working independently while also valuing collaboration and being part of a wider team.
• Motivated by continuous improvement, always looking for smarter ways to enhance processes and client experience.

You will take pride in being the person others rely on, acting as a trusted support to both the New Enquiries Manager and the Group Marketing Partner, while always representing EIGHT with professionalism.

• Performance bonus + Company-wide bonus (when Eight hits targets)
• 28 days' holiday + bank holidays + your birthday off
• Onsite parking
• Private medical insurance & life assurance (4x salary)
• Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
• Free mortgage and pension advice from our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events