Client Service Executive

Rathbones; Cheltenham; On-site; GBP 28,000 - 36,000; Full time

Job summary

Rathbones is seeking a Client Service Executive to support Financial Planners and Paraplanners. You will coordinate client activities, ensure smooth delivery of advice and service, and help attract and onboard new clients.

You will be at the heart of a collaborative team, maintaining accurate client records and delivering professional interactions. You will gain experience in wealth management, develop knowledge of financial planning, and build a solid foundation for your future career within a

Qualifications

• Experience in financial planning, wealth management, or financial advice administration.
• Strong client focus and commitment to delivering a high-quality service.
• Excellent communication and relationship-building skills with multiple stakeholders.
• Meticulous with attention to detail and accuracy.
• Understanding of regulatory/compliance requirements in financial services.
• Ability to manage competing priorities and deadlines.

Responsibilities

• Support preparation, delivery, and implementation of financial planning advice for new and existing clients.
• Collaborate with Financial Planners and Paraplanners to ensure timely delivery.
• Produce accurate client documentation and provide service support to a high standard.
• Maintain up-to-date client records and CRM entries.
• Develop knowledge of processes, procedures, and industry best practices.
• Understand regulatory requirements and apply them in daily work.
• Foster positive working relationships with colleagues, clients, and external providers.
• Support team communications and ensure actions are completed promptly.

Skills

Communication skills

Relationship building

Attention to detail

Compliance awareness

Organizational skills

Time management

Team coordination

Client service mindset

Tools

Microsoft Word

Microsoft Excel

Job description

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

• 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.