Client Service Executive

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025

Role Title: Client Service Executive Financial Planning

Division: Financial Planning

Location: Winchester (Hybrid)

Contract: Permanent

Hiring Manager: FP Lead

Working pattern: Hybrid

About the Role

To coordinate and ensure that excellent continuity and completeness of service promised to each client is provided in the local office working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly.

What youll be responsible for

• As requested by your Financial Planner to proactively engage with clients to help them get up to date with matters in hand(within MiFID II procedures)
• Assist with the preparation of outstanding financial advice on investments pension planning inheritance tax and estate planning in an efficient manner
• To remind FPs and schedule Annual Reviews as they fall due
• To coordinate work with FPs PPs and others in the delivery of service to clients.
• Effective management of workloads
• Provision of administrative support to Financial Planners
• Maintain client records and internal CRM systems in accordance with the firms procedures
• Follow all regulatory requirements including internal procedures and training for AML complaints and MiFID II
• Process new business applications and supporting documentation accurately ensuring feedback is given to clients Investment Managers and FPs plus timescales are met.
• Support relationships with IMs Clients external providers and all other stakeholders
• Keep up with and participate in regular Model Office team communications and meetings and complete your actions in a timely manner
• Provide support guidance and training to other team members
• Keep up to date with changes in procedures and follow them at all times
• Other duties as directed by the department/line manager
• Provide similar support to other offices or teams when cover is required as decided by line manager

About you

If you meet some of these criteria and are excited about the role we encourage you to apply

• Understanding and knowledge of client and Investment Managers expectations
• Excellent communication skills
• High standard of accuracy and attention to detail.
• Able to apply compliance knowledge
• Time management
• Ability to work with multiple Financial Planners and set and review priorities.
• Ability to organise self and others
• Competence when using Microsoft Office packages Word (Advanced) and Excel (Intermediate) and other RFP packages
• A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential.
• Experience in similar role where the above skills where in evidence and used frequently.
• CII exams beneficial but not essential

Our offer to you

We want everyone at Rathbones to fulfil their potential in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package which we review regularly and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance Individual on joining family after 1 years service
• Life assurance - 8 x salary
• Income protection 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies enhanced family leave for parents & carers
• Study support study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing growth development and sense of include:

• Sports & Social Committees such as cricket football netball running yoga quiz nights charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance Multicultural Abilities Count Pride Social Mobility Generations Menopause and Armed Forces.
• The NextGen IM Network which brings together a community of trainees from across the UK who are all at the early stages of their careers and offers development opportunities exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

Were a Disability Confident Employer (level 2) under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online click here. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results earning trust and doing the right thing for our clients our colleagues and the communities were part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These arent just words on a wall. They guide how we treat each other how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.