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Client Engagement Assistant

Join a high impact Client Engagement Team at the heart of Financial Planning!

Recruit Wealth are delighted to be representing a leading national Financial Planning business in their search for two Client Engagement Executives!

This is a fantastic opportunity to join a well-known, award-winning and trusted name that is experiencing fast and significant growth, backed by Private Equity and an ongoing acquisition strategy.

There has genuinely never been a better time to join the business!

This is a fantastic opportunity to join a central, high-performing Client Engagement Team that plays a vital role in shaping the client experience across a fast growing Financial Planning business.

You’ll be at the forefront of delivering a seamless, professional journey for clients from initial on-boarding through to ongoing relationship management, working closely with Financial Planners and key internal teams.

If you enjoy working in a fast-paced, collaborative environment where your attention to detail and communication skills genuinely make a difference, this role offers both challenge and long-term progression.

What you’ll be doing:

  • Taking ownership of the end-to-end on-boarding process for new clients, ensuring a smooth, compliant and high-quality experience
  • Coordinating client meetings, including annual reviews, and ensuring everything is prepared to the highest standard
  • Acting as a key point of contact for clients, prospects and providers, delivering prompt, professional and personable communication
  • Building strong working relationships with Financial Planners and internal teams to keep everything running efficiently
  • Proactively engaging with clients through outbound calls, enhancing their overall experience and strengthening relationships
  • Maintaining accurate and up-to-date client records across internal systems
  • Managing workflow and tasks effectively, ensuring deadlines and service levels are consistently met

Why this role stands out:

  • You’ll play a visible and valued role in the client journey, not just back-office processing
  • Exposure to a well-structured, professional Financial Planning environment
  • A genuinely collaborative culture with strong internal support
  • Opportunity to develop your career within a growing and ambitious business

What’s on Offer

  • Highly competitive salary
  • 10% annual bonus
  • Home based
  • 28 days holiday + bank holidays
  • Private Medical Insurance
  • Death in Service
  • Group Income Protection
  • Medicash & Employee Assistance
  • Private Pension
  • Full support for further qualifications & CPD

Why Join?

This business is known for its exceptional staff retention, strong culture and genuine investment in its people.

We have supported our client for many years and have seen first-hand the positive impact they have on individuals careers.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.


Location: Home Based - With some travel | Salary: £30000 - £34000 per year | Job type: Permanent | Posted: 03/04/2026

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