Financial adviser Work, Jobs in Crondall, Ham (with Salaries)

Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Chief Strategy Officer
Cranleigh School —Cranleigh
- Full-time
- Management
- IT
- School
6d
Paraplanner
AFH Financial Group —Slough
- Full-time
- Hybrid work
- Writing skills
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
10d
Internal Auditor
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Analytics
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
2d
Senior Business Development Executive
Dynamic Planner —Reading
- Hybrid work
- Microsoft Powerpoint
- Business development
- Presentation skills
Trade Compliance Coordinator
Alpi UK Limited —Heathrow
- From £27,500 a year
- Full-time
- English
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
Accountant
Benchmark Capital —Horsham
- Hybrid work
- Financial services
10d
Administrator
Wellden Turnbull —Esher
- £15,000 a year
- Part-time
- Microsoft Outlook
- Administrative experience
- Organisational skills
Quick apply
3d
Employment Solicitor
RSM UK —Reading
- Full-time
- Business development
- Annual leave
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Due Diligence Associate Director
RSM UK —Reading
- Full-time
- Hybrid work
- Business development
4d
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
2d
Business Development Manager
Eight Financial Advice —Marlow
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Associate Director Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Communication skills
Quick apply
Private Client Compliance - Trusts Manager
Cooper Parry —Reading
- Full-time
- Remote
- Mentoring
- Training & development
- Tax experience
Accounting and Tax Manager - Germany (6 Month FTC)
LGC Group —Guildford
- Full-time
- Remote
- English
- Tax experience
Quick apply
12d
Tax Compliance Officer
CHEP —Addlestone
- Full-time
- Hybrid work
- Tax experience
- Employee assistance programme
- Employee discount

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Client Executive

Eight Financial Advice -
Marlow

Quick apply

Job details

Full-time

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

CRM software
Meeting coordination
Client engagement
Stakeholder liaison
Internal department liaison
Microsoft Office Suite
Organisational skills
Relationship management
Customer interaction
Communication skills

Full job description

Client Executive

Marlow - Eight Financial Advice

Are you organised, proactive, and client-focused? Do you thrive in a fast-paced environment where relationship management and attention to detail are key? If so, we would love to hear from you.

About the Role

As a Client Executive, you will be the main point of contact for both advisers and their clients, ensuring a seamless experience from start to finish. Your role will focus on delivering excellent client service, managing relationships, and coordinating with internal teams to ensure requests and reviews are handled efficiently.

Key Responsibilities

Provide day-to-day support to financial advisers.
Act as the first point of contact for client enquiries.
Build and maintain strong client relationships.
Oversee diary management, meeting bookings, and appointment scheduling.
Assist in client meetings and keep records up to date.
Ensure advisers are informed of client communications and requests.
Liaise with internal teams to support adviser pipelines.

Requirements

What We’re Looking For

Strong organisational and multitasking skills.
Excellent verbal and written communication.
Confidence in liaising with clients and advisers.
Proficiency in Outlook, Microsoft Office, and CRM systems.
A proactive and detail-oriented approach.
A team player who thrives in a client-focused environment.

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
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

Quick apply

Refine Your Search

financial adviser jobs in crondall, ham

Client Executive

Chief Strategy Officer

Paraplanner

Financial Planner

Internal Auditor

Chartered Financial Planner

Senior Paraplanner – Level 6 (Chartered)

Senior Business Development Executive

Trade Compliance Coordinator

Accountant

Administrator

Employment Solicitor

Client Support Executive

Due Diligence Associate Director

Senior Paraplanner – Level 4

Business Development Manager

Associate Director Financial Planning

Private Client Compliance - Trusts Manager

Accounting and Tax Manager - Germany (6 Month FTC)

Tax Compliance Officer

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