Client Service Executive

Rathbone Brothers; Cheltenham; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Private medical insurance – Individual

Life assurance

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Job summary

Rathbones in Cheltenham seeks a Client Service Executive to support Financial Planners and Paraplanners, delivering high-quality client experiences across the client journey. You will coordinate client activities, help ensure timely delivery of financial planning advice, and contribute to onboarding new clients within a collaborative team.

The role offers exposure to regulatory standards, CRM systems, and a strong focus on accuracy and service excellence as part of a leading wealth management

Qualifications

• Experience within financial planning, wealth management, or the wider financial advice sector.
• Strong appreciation of client and Financial Planner needs with a commitment to exceptional service.
• Excellent communication and relationship-building skills with stakeholders.
• Meticulous attention to detail and a high standard of accuracy.
• Understanding of compliance requirements and applying regulatory knowledge practically.
• Strong organisational and time-management skills to manage competing priorities.
• Ability to coordinate tasks across a wider team to ensure smooth delivery.
• Comfortable supporting multiple Financial Planners simultaneously and adapting to changing demands.
• Proactive and self-motivated with the ability to organise your workload and assist others.
• Proficiency with Microsoft Word and intermediate Excel skills.

Responsibilities

• Play a key role within the client team, supporting the preparation, delivery and implementation of financial planning advice for both new and existing clients.
• Collaborate closely with Financial Planners and Paraplanners to ensure work is delivered efficiently and within timescales.
• Produce accurate, high-quality client documentation and service support, maintaining exceptional standards.
• Maintain up-to-date client records and CRM systems for a seamless client experience.
• Build knowledge of regulatory requirements and compliance standards within wealth management.
• Foster positive working relationships with colleagues, Financial Planners, Investment Managers, clients and external providers.
• Support team communications to ensure actions are completed promptly.
• Contribute to a collaborative culture by helping colleagues and other client teams when needed.
• Share knowledge with peers to support team development and success.

Skills

Financial planning

Client service

Regulatory knowledge

CRM systems

Microsoft Word

Job description

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At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.
We’re proud to be one of the UK’s leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.

Role Title: Client Service Executive

Division: Wealth Management Client Care

Contract: Permanent

About the Role

Are you looking to build a rewarding career in wealth management? As a Client Service Executive, you'll play a key role in supporting our Financial Planners and Paraplanners to deliver an exceptional experience for clients at every stage of their financial journey.

This is a varied and rewarding position where you'll help coordinate client activities, ensure the smooth delivery of advice and service, and support efforts to attract and onboard new clients. You'll be at the heart of a collaborative team, helping to build strong client relationships while ensuring every interaction is delivered accurately, professionally, and to the highest standard.

This is an excellent opportunity to gain valuable experience within a leading wealth management firm, develop your knowledge of financial planning, and build a strong foundation for your future career.

What you’ll be responsible for

• Play a key role within the client team, supporting the preparation, delivery and implementation of financial planning advice for both new and existing clients.
• Collaborate closely with Financial Planners and Paraplanners, helping to ensure work is delivered efficiently and within agreed timescales.
• Produce accurate, high-quality client documentation and service support, maintaining the exceptional standards our clients expect.
• Maintain up-to-date client records and CRM systems, helping to ensure a seamless and professional client experience.
• Build your knowledge and expertise by staying informed of evolving processes, procedures and industry best practice.
• Develop a strong understanding of regulatory requirements and compliance standards within a leading wealth management business.
• Build positive working relationships with colleagues, Financial Planners, Investment Managers, clients and external providers, becoming a trusted member of the wider team.
• Take an active role in team communications, ensuring actions are completed promptly and effectively.
• Contribute to a collaborative culture by supporting colleagues and other client teams when needed.
• Share knowledge and experience with peers, providing guidance and support to help the team succeed.
• Take on a variety of additional responsibilities and projects, offering excellent opportunities to broaden your experience and develop your career.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Experience within financial planning, wealth management, or the wider financial advice sector, with a solid understanding of financial services administration.
• A strong appreciation of both client and Financial Planner needs, with a genuine commitment to delivering an exceptional client experience.
• Excellent communication and relationship-building skills, with the confidence to work effectively with a range of stakeholders.
• A meticulous approach, with exceptional attention to detail and a high standard of accuracy.
• A good understanding of compliance requirements and the ability to apply regulatory knowledge in a practical way.
• Strong organisational and time-management skills, with the ability to manage competing priorities and deadlines.
• Proven ability to coordinate tasks and activities across a wider team to ensure work is delivered smoothly and efficiently.
• Comfortable supporting multiple Financial Planners simultaneously, balancing priorities and adapting to changing demands.
• Proactive and self-motivated, with the ability to organise both your own workload and support others in meeting team objectives.
• Confident using Microsoft Office applications, including advanced Word and intermediate Excel skills.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here . If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.