Client Services Executive – Wealth Planning Support

Rathbones; Sheffield; Hybrid; GBP 32,000 - 44,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Company share scheme

Flexible holidays

Discretionary bonus

Green Car Scheme

Study support

Season travel ticket loans

Volunteering days

Gym discounts

Job summary

Rathbones in Sheffield is seeking a Client Service Executive- Financial Planning to support our Financial Planners and Paraplanners, coordinating client activities and ensuring high-quality service across the client journey.

You will gain experience within a leading wealth management firm, developing knowledge of financial planning and building a strong foundation for your career in a collaborative team environment.

Qualifications

• Experience within financial planning, wealth management, or the wider financial advice sector.
• Strong appreciation of client and Financial Planner needs, with a genuine commitment to delivering an exceptional client experience.
• Excellent communication and relationship-building skills, with confidence to work with a range of stakeholders.
• Meticulous approach with exceptional attention to detail and a high standard of accuracy.
• Good understanding of compliance requirements and the ability to apply regulatory knowledge practically.
• Strong organisational and time-management skills, with the ability to manage competing priorities and deadlines.
• Proven ability to coordinate tasks across a wider team to ensure smooth delivery.
• Proactive and self-motivated, able to organise your own workload and support others.
• Confident using Microsoft Office applications, including advanced 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, 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 experience and develop your career.

Job description

Rathbones in Sheffield is seeking a Client Service Executive- Financial Planning to support our Financial Planners and Paraplanners, coordinating client activities and ensuring high-quality service across the client journey.

You will gain experience within a leading wealth management firm, developing knowledge of financial planning and building a strong foundation for your career in a collaborative team environment.