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Private Client Executive

Job title: Private Client Executive

Contract: Permanent Full Time

Reference: ACu665/ACu666

Based in: Hybrid working, Kings Hill based
Department: Private Clients

Hours: 35 hour per week

Grade: C

Salary: £27,183 per annum

We have an opportunity for you to join our team as our Private Client Executive  for the Charities Aid Foundation (CAF)  You will be an integral part of our award winning team, supporting some of our most VIP clients to achieve their philanthropic goals whilst utilising CAFs Donor Advised Fund services . Our International Head office is based in Kingshill, Kent where you will initially be based full time for training and you will be based part of your time in the office and part of your time working from home.

You will join us on a full time, permanent basis working Monday to Friday, 35 hours a week. Working hours are 9am to 5pm with an hour for lunch but flexibility is available. 

At CAF you will be joining a workforce who are passionate about accelerating society’s progress towards a fair and inclusive future for all.  We are people focused, driven by innovation and together, we are building a great and safe great place to work

In return for joining as our Private Client Executive you will receive:

  • Salary £27,183
  • 24 days holiday plus bank holidays
  • Excellent – on-going training programme
  • Excellent pension scheme
  • Private Health care cover
  • Life assurance
  • On-going learning and development
  • Annual flu vaccination
  • Employee Assistance programme to support your health and wellbeing
  • CAF volunteering day

As our Private Client Executive your key responsibilities will include:

  • Provide proactive and engaging client management to CAF’s extensive Private Client portfolio, working within a team of Private Client Executives.
  • To develop existing relationships, ensuring all clients receive an outstanding experience throughout all elements of our service offering, including communicative and transactional support, adding value throughout.
  • Support with the growth of the Private Client portfolio, working with advisors and onboarding new client relationships. Increasing the value and impact of gifts to the charitable sector, via CAFs Donor Advised Funds.

Skills required of our Private Client Executive:

  • Experience of supporting and managing productive and proactive client relationships.
  • Experience of working within a business development environment.
  • Excellent written and verbal communicator
  • Positive and proactive team player
  • High quality attention to detail
  • Eager to learn and develop professional and personal skills to further thrive within this and future roles.

Interested in joining us as our Private Client Executive and being part of an organisation who are people focused and are “Together Building Opportunity”. If yes, apply today, we would love to hear from you.

Please send your CV to humanresources@cafonline.org quoting reference number ACu666.

If this method of applying is not possible, please contact a member of the HR team on 03000 123 566 to discuss how we can support you to apply.

Please note we endeavour to reply to everyone, but it is not always possible. If you have not heard from us within two weeks of your application, please assume in this instance we have not been able to progress

ACu666

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