Wealth Planning Support Specialist

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

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