At a Glance
- Tasks: Support Financial Planners in delivering exceptional client experiences and coordinating activities.
- Company: Join Rathbones, a leading wealth management firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, private medical insurance, flexible holidays, and study support.
- Other info: Be part of a diverse team with excellent growth opportunities and a vibrant workplace culture.
- Why this job: Kickstart your career in wealth management while making a real impact on clients' financial journeys.
- Qualifications: Experience in financial planning or administration, strong communication skills, and attention to detail.
The predicted salary is between 40500 - 49500 £ per year.
- Working pattern: Hybrid
- Role Title: Client Service Executive- Financial Planning
- Division: Rathbones Financial Planning
- Hiring Manager: Darren Findlay
About the Role
Are you looking to build a rewarding career in wealth management?
As a Client Service Executive, you'll play a key role in supporting our Financial Planners and Paraplanners to deliver an exceptional experience for clients at every stage of their financial journey.
This is a varied and rewarding position where you'll help coordinate client activities, ensure the smooth delivery of advice and service, and support efforts to attract and onboard new clients.
You'll be at the heart of a collaborative team, helping to build strong client relationships while ensuring every interaction is delivered accurately, professionally, and to the highest standard.
This is an excellent opportunity to gain valuable experience within a leading wealth management firm, develop your knowledge of financial planning, and build a strong foundation for your future career.
- What you’ll be responsible for
- 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, helping to ensure work is delivered efficiently and within agreed timescales.
- Produce accurate, high-quality client documentation and service support, maintaining the exceptional standards our clients expect.
- Maintain up-to-date client records and CRM systems, helping to ensure a seamless and professional client experience.
- Build your knowledge and expertise by staying informed of evolving processes, procedures and industry best practice.
- Develop a strong understanding of regulatory requirements and compliance standards within a leading wealth management business.
- Build positive working relationships with colleagues, Financial Planners, Investment Managers, clients and external providers, becoming a trusted member of the wider team.
- Take an active role in team communications, ensuring actions are completed promptly and effectively.
- Contribute to a collaborative culture by supporting colleagues and other client teams when needed.
- Share knowledge and experience with peers, providing guidance and support to help the team succeed.
- Take on a variety of additional responsibilities and projects, offering excellent opportunities to broaden your experience and develop your career.
About you
- Experience within financial planning, wealth management, or the wider financial advice sector, with a solid understanding of financial services administration.
- A strong appreciation of both client and Financial Planner needs, with a genuine commitment to delivering an exceptional client experience.
- Excellent communication and relationship-building skills, with the confidence to work effectively with a range of stakeholders.
- A meticulous approach, with exceptional attention to detail and a high standard of accuracy.
- A good understanding of compliance requirements and the ability to apply regulatory knowledge in a practical way.
- Strong organisational and time-management skills, with the ability to manage competing priorities and deadlines.
- Proven ability to coordinate tasks and activities across a wider team to ensure work is delivered smoothly and efficiently.
- Comfortable supporting multiple Financial Planners simultaneously, balancing priorities and adapting to changing demands.
- Proactive and self-motivated, with the ability to organise both your own workload and support others in meeting team objectives.
- Confident using Microsoft Office applications, including advanced Word and intermediate Excel skills.
- 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 year’s service
- Life assurance - 8 x salary
- Income protection – 75 % salary
- Company share scheme
- Flexible holidays – purchase up to 5 additional days
- Discretionary bonus
- 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 community. These 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, Take a moment to pause (Menopause) and Armed Forces.
The Next Gen 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.
We’re a Level 1 Disability Confident employer under the UK Government scheme.
This means we’ve 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.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones. com
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 we’re 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 aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
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Client Service Executive in Sheffield employer: Rathbones
Rathbones is an exceptional employer, offering a dynamic and supportive work environment in Sheffield where you can thrive as a Client Service Executive. With a strong focus on employee growth, comprehensive benefits including a generous pension scheme, private medical insurance, and flexible holidays, we foster a culture of collaboration and inclusivity. Join us to build meaningful relationships and develop your career in wealth management while being part of a team that truly cares for its people and community.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive in Sheffield
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Rathbones.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Rathbones might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Client Service Executive in Sheffield
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Rathbones will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Rathbones. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Rathbones confidence in your short-term commitment to the role.
How to prepare for a job interview at Rathbones
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Rathbones.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Rathbones that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
