Nova Horizon Investment is launching its Birmingham operation on 31 August 2026 and is appointing a Client Relationship Executive to join the new branch from launch. This associate level position will sit at the centre of the client journey, acting as a main relationship point between clients and Nova Horizon's consultants, advisers and internal teams.
Joining at the beginning of the Birmingham operation creates a different type of career development opportunity. Rather than stepping into an established client services structure, you will join while local client relationships, processes and ways of working are developing. As the branch grows, you will gain first hand exposure to how a client relationship function develops alongside a growing portfolio and wider team.
About Nova Horizon Investment
Nova Horizon Investment is a financial consultancy and strategic planning business supporting individuals and organisations with financial decision making, investment strategy, business growth and long term planning.
Our work covers areas including financial planning and forecasting, investment strategy, risk management, budgeting, cash flow management, financial reporting, funding strategy, operational efficiency and performance tracking.
Alongside consultancy services, Nova Horizon Investment also delivers client briefings, professional workshops, networking events and business conferences. Our approach is built around structured consultation, tailored recommendations, clear communication and ongoing strategic reviews.
The Opportunity
As a Client Relationship Executive, you will initially learn Nova Horizon's services, client journey, CRM systems and internal processes before gradually developing responsibility for your own portfolio of client relationships.
This is not a call centre or basic customer service role. It combines client services, relationship management, account support, client onboarding, stakeholder communication and business administration within a professional financial consultancy environment.
You will not be responsible for personally providing regulated financial or investment advice unless appropriately authorised. Your focus will be ensuring clients receive clear communication, effective coordination and access to the appropriate Nova Horizon Investment specialists.
What You'll Be Doing
Your responsibilities will include:
- Supporting the onboarding of new individual and business clients
- Acting as a professional point of contact throughout the client relationship
- Managing client enquiries, ongoing communication and service updates
- Building productive long term relationships with existing clients
- Scheduling consultations, strategic reviews, client meetings and follow up appointments
- Preparing clients for meetings with consultants and advisers and coordinating required information
- Working across consulting, finance, operations and other internal teams to progress client requirements
- Maintaining accurate CRM records, including client activity, meeting outcomes and agreed actions
- Monitoring outstanding actions and ensuring clients receive appropriate follow up
- Supporting client documentation, reporting and relationship management processes
- Identifying additional client requirements and referring relevant opportunities to the appropriate specialist or team
- Supporting selected client meetings, professional events, briefings and networking activities when required
You will also contribute to the continued development of client service processes within the Birmingham branch as the operation grows.
What We're Looking For
We are keeping the candidate profile intentionally broad and welcome transferable experience from client services, account management, customer success, banking, insurance, property, recruitment, professional services, business administration, sales support and other professional client facing environments.
You should be able to demonstrate:
- Strong professional written and verbal communication
- Experience building and maintaining productive client or customer relationships
- Good organisation and the ability to coordinate several client requirements at the same time
- Strong attention to detail when handling records, documentation and follow up actions
- Experience using CRM systems or similar client management software
- Commercial awareness and an understanding of the importance of client retention and service quality
- The ability to communicate effectively with clients, colleagues and senior internal stakeholders
- Reliable professional judgement when handling confidential or commercially sensitive information
Previous experience within financial services or professional services would be advantageous, but direct investment industry experience is not essential.
Career Development at Nova Horizon Investment
Joining during the Birmingham launch means there is potential to develop alongside the branch as its client portfolio and internal structure expand.
Development is based on individual performance, capability, business requirements and available positions. Progression is not automatic or guaranteed.
A potential pathway could include:
Client Relationship Executive
£28,500 to £30,000
Senior Client Relationship Executive
Indicative salary range: £31,500 to £34,000
At senior level, responsibilities could expand to include managing a larger or more complex client portfolio, supporting newer colleagues, contributing to client retention activity, improving onboarding processes and working more closely with senior consultants and the Director.
Client Relationship Manager
Indicative salary range: £36,000 to £42,000
At management level, the role could develop into leading Client Relationship Executives, allocating client portfolios, reviewing service standards, managing escalated relationship matters, supporting key accounts and helping shape the Birmingham client relationship function.
Longer term development may include positions such as Senior Client Relationship Manager or Head of Client Relationships as the wider business structure evolves.
The broader career path is designed around developing from managing client relationships, to supporting and developing people, and ultimately taking greater responsibility for a client function.
How to Apply
If you have experience in client services, account management, customer relationship management or another professional client facing environment and want to develop within a growing financial consultancy operation, we welcome your application to Nova Horizon Investment.
Pay: £28,500.00-£30,000.00 per year
Benefits:
- Company events
- Employee mentoring programme
- Financial planning services
- On-site parking
- Transport links
Ability to commute/relocate:
- Birmingham B1 1BD: reliably commute or plan to relocate before starting work (preferred)
Experience:
- Client services: 1 year (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: In person
