Strategic Executive Support Manager (Financial Services)

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

Job summary

A well-established professional services provider in Poole is seeking an Executive Support Manager. The role involves supervising the administration team, managing client communications, and ensuring compliance with KYC and AML regulations. Candidates should have experience in a similar role, ideally within the financial services sector, and demonstrate excellent communication skills alongside high attention to detail. Competitive salary and benefits available.

Benefits

Private Healthcare

27 days holiday

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.
• Ability to prioritise and manage multiple tasks.
• Experience supporting high-net-worth clients is desirable.

Responsibilities

• Supervising and mentoring the administration team.
• Managing administration across financial planning and investment services.
• Maintaining accurate client files and compliance documentation.

Skills

Excellent communication skills

Client-focused approach

Confidence working independently

High attention to detail

Proficiency in Microsoft Office

Education

A-level or equivalent

Tools

Financial software

Job description

A well-established professional services provider in Poole is seeking an Executive Support Manager. The role involves supervising the administration team, managing client communications, and ensuring compliance with KYC and AML regulations. Candidates should have experience in a similar role, ideally within the financial services sector, and demonstrate excellent communication skills alongside high attention to detail. Competitive salary and benefits available.