At a Glance
- Tasks: Support Financial Planners and Paraplanners in delivering exceptional client experiences.
- Company: Join Rathbones, a leading wealth management firm with a collaborative team culture.
- Benefits: Gain valuable experience in financial services with opportunities for professional growth.
- Other info: Dynamic role with exposure to regulatory standards and CRM systems.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong attention to detail and a passion for client service.
The predicted salary is between 27000 - 33000 £ per year.
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.
Wealth Client Services Specialist in Cheltenham employer: Rathbone Brothers
Rathbone Brothers in Sheffield is an exceptional employer, offering a dynamic work environment where you can develop your skills in wealth management while receiving comprehensive training and support. With a strong focus on employee growth, you will have access to professional qualifications and hands-on experience in client services, compliance, and investment strategies, all within a collaborative culture that values high-quality client experiences.
