We’re looking for a proactive and personable Client Engagement Executive to join our financial advisory team. This is a role at the heart of our business – you’ll be the engine behind keeping our advisers’ diaries full, our new enquiries warm, and our seminar programme running smoothly. If you’re highly organised, confident on the phone, and thrive on building genuine relationships with people, this could be the perfect fit.
Key Responsibilities
Annual Review Coordination
- Proactively contact existing clients to schedule Annual Review appointments with their adviser
- Manage the end-to-end booking process, ensuring adviser diaries remain full and the review pipeline stays on track
- Act as the key liaison between clients and advisers, ensuring every interaction feels personal and valued
Passive Lead Handling
- Serve as the first point of contact for inbound enquiries, reaching out promptly and professionally to new prospects
- Qualify incoming leads and guide prospective clients smoothly through to an adviser appointment
- Maintain accurate records of all enquiries and follow-up activity within the CRM system
Seminar Planning & Execution
- Support all logistical aspects of client seminars, including venue, invitations, and attendee management
- Provide hands-on support on the day of each event to ensure smooth delivery
- Follow up with seminar attendees post-event to capitalise on engagement and convert interest into appointments
Key Skills & Competencies
- Confident, professional telephone manner with the ability to build rapport quickly
- Strong relationship-building and stakeholder management abilities
- Problem-solving mindset with a proactive approach
- Ability to manage a high volume of bookings, enquiries, and event logistics simultaneously
- Commercial awareness and understanding of customer needs
- Strong organisational and time-management skills
- Proficiency in CRM systems and Microsoft Office tools
Qualifications & Experience
- 1–3 years of experience in client-facing, customer success, or account management roles
- Experience within financial services, wealth management, or a professional services environment is highly desirable
Key Performance Indicators (KPIs)
- Volume and quality of Annual Review appointments booked
- Speed and conversion rate of incoming enquiry follow-ups
- Seminar attendance rates and post-event engagement
Client satisfaction scores and feedback from reviews and seminars
