Executive Support Manager

Rubicon Recruitment; Poole; On-site; GBP 34,000 - 40,000; Full time

Job summary

A professional services provider based in Poole is seeking an Executive Support Manager to provide dedicated support to senior leaders. The role involves supervising the administration team and ensuring efficient client service delivery in financial planning and investment management. Ideal candidates will have prior experience in a similar role, excellent communication skills, and proficiency in Microsoft Office. Competitive salary of £40,000 and attractive benefits including private healthcare and pension contribution are offered.

Benefits

Private Healthcare

27 days holiday, increasing with length of service

5% pension contribution

Gym membership discounts

Cycle to work scheme

Death in Service

Income Protection

Qualifications

• Previous experience within a similar role, ideally within the financial services industry.
• Experience supporting high-net-worth clients is desirable.

Responsibilities

• Supervising, training, and mentoring the administration team.
• Managing administration across financial planning and investment services.
• Liaising with operational teams to ensure smooth client work processing.
• Preparing client meeting packs and review documentation.
• Maintaining accurate client files and supporting documentation.

Skills

Excellent communication skills and a client-focused approach

High levels of accuracy, organisation, and attention to detail

Confidence working independently

Proficiency in Microsoft Office

Education

A-level or equivalent

Tools

Financial software

Job description

Executive Support Manager | Poole | £40,000

Rubicon are delighted to be exclusively partnering with a well-established professional services provider based in Poole. This is an excellent opportunity to join a respected firm and play an integral, central role in providing dedicated support to senior leaders, whilst ensuring the seamless delivery of administration and client service across financial planning and investment management.

As Executive Support Manager, you will benefit from :

Private Healthcare

27 days holiday, increasing with length of service

5% pension contribution

Other benefits include, money off gym membership, cycle to work scheme, Death in Service and Income Protection

As Executive Support Manager, your responsibilities will include :

Supervising, training and mentoring the administration team

Managing administration across financial planning and investment services

Liaising with operational teams to ensure the smooth processing of client work

Managing client communications with professionalism, clarity and discretion

Preparing client meeting packs, valuations, letters of authority and review documentation.

Processing new business and existing client queries, ensuring all compliance requirements are met

Maintaining accurate client files and supporting documentation to firm and regulatory standards.

Assisting with product research, data gathering and MI analysis.

Organising client information systems, maintaining effective filing and database management

Ensuring all KYC, AML and compliance obligations are met and fully documented

As Executive Support Manager, your experience will include :

Previous experience within a similar role, ideally within the financial services industry

Confidence working independently, with the ability to prioritise and manage multiple tasks

Excellent communication skills and a client-focused approach

High levels of accuracy, organisation and attention to detail

Proficiency in Microsoft Office; experience with financial software is advantageous

Experience supporting high-net-worth clients (desirable)

Ideally educated to A-level or equivalent, with strong Maths and English skills

If you’re ready to take on a key role within a professional and supportive team, driving high standards, supporting senior leadership and delivering exceptional client service—we’d love to hear from you.

Apply today with your CV or call Ellie at Rubicon