Chief Engagement Officer in Sheffield

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 £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
Role Title: Client Service Executive- Financial PlanningDivision: Rathbones Financial PlanningLocation: SheffieldContract: 12 months FTCHiring Manager: HybridAbout the RoleAre 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 youll be responsible forPlay 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.
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.
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 youIf you meet some of these criteria and are excited about the role, we encourage you to applyExperience 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 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.
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.
A company pension - 9%non-contributory or 10% if you contribute 5%Private medical insurance Individual on joining, family after 1 years serviceLife assurance - 8 x salaryIncome protection 75 % salaryCompany share schemeFlexible holidays purchase up to 5 additional daysDiscretionary bonusGreen Car SchemeFamily friendly policies enhanced family leave for parents & carersStudy support study days and funding for courses and qualificationsSeason travel ticket loansVolunteering daysGym discountsOther voluntary benefits you can choose to suit youOur employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.
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 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 RathbonesWe 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. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. Were a Level 1 Disability Confident employer 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.
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 atMissionWe 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 thingThese arent just words on a wall. Please submit your application as soon as possible to ensure you dont miss out.