Job reference: JM059
Location: Kings Hill based with hybrid working
Salary: Up to £34,300 per annum (depending on experience)
Contract: Permanent, full time, 35 hours per week (min 2 days per week in the office and occasional trips to London)
We have an exciting opportunity for you to join our team as our Private Client Executive for Charities Aid Foundation (CAF). You will be an integral part of our award winning team, who collaboratively manage the extensive portfolio of CAF’s Private Clients and is essential to secure the successful delivery of an outstanding and engaging service to our clients.
At CAF you will be joining an international workforce who are passionate about accelerating society’s progress towards a fair and inclusive future for all. We are people centred, driven by innovation and together we are building a leading great and safe place to work.
What you’ll do
At CAF, every one of us contributes to our impact, and as our Private Client Executive you too will play an integral part in what we do.
As our Private client Executive you will:
- To provide proactive client management to CAF’s private client portfolio (CAF Charitable Trusts and the CAF American Donor Fund) within a team of Client Executives
- To develop existing private client relationships, ensuring all clients receive an outstanding service and experience
- To provide support to Senior/Private Client Managers who manage CAF’s Key & VIP Private Clients
- Manage potential new private client business, to increase value and impact of funds into CAF and the charitable sector
Who you’ll be
This role is for you if you have experience of working in Private Clients or have relevant transferable skills and are keen to make a difference to society. We are looking for:
- Excellent communication skills
- Excellent Customer Service
- Organised, motivated and a team player
- Preferably investment or stock market knowledge
What’s in it for you
At CAF you will receive:
- Permanent hybrid ways of working where roles allow
- Six weeks holiday plus bank holidays
- A wide range of development opportunities to support personal and professional growth
- Pension scheme with better-than-market employer contribution options
- Social impact benefit schemes
For all our employer benefits and to gain an insight into our culture and values, please visit cafonline.org/careers.
Who we are
At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities.
We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award-winning bank CAF Bank.
Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.
Diversity and inclusion
We know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be. Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this.
We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.
How to apply
The closing date for applications is Sunday 15 June 2025.
We reserve the right to close this vacancy early if we receive sufficient applications for the role.
Please complete the form below, attach your CV and Cover letter, then click ‘Submit Application’ if applying via our website or send your CV to [email protected] quoting reference number JM059.
We welcome applications from everyone who feels they meet the criteria, regardless of age, sex/gender, disability, race, religion, national origin, sexual orientation, marital, veteran or parental status.
Don’t meet every single requirement? If you’re excited about this role but your experience doesn’t align perfectly, we encourage you to apply anyway. You may just be the right candidate for this or other roles.
As a Disability Confident Employer, we guarantee to interview disabled applicants who meet the minimum criteria for the role. Please indicate on the application form if you would like to be considered as part of the Disability Confident Scheme.
To apply for this role you must be able to provide proof of your Right to Work in the UK.
So we can support you to be your best during the application or interview process, please contact our Recruitment team at [email protected] or 03000 123 566 to request assistance or reasonable adjustments
Job Reference: JM059
