Wealth Client Services Specialist

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

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