At a Glance
- Tasks: Engage with clients, coordinate services, and support Financial Planners in delivering exceptional service.
- Company: Join Rathbones, a rewarding workplace focused on investing in your future.
- Benefits: Hybrid working, clear career progression, and the chance to share in our success.
- Other info: Dynamic team environment with opportunities for training and growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong communication skills, attention to detail, and familiarity with financial services.
The predicted salary is between 31500 - 38500 £ per year.
Company description: A rewarding place to work.
At Rathbones, We invest in everyone's tomorrow that includes our people.
We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description: Role Title: Client Service Executive Financial Planning Division: Financial Planning Location: Belfast Contract: Permanent 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 Mi FID 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 Mi FID 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
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Client Service Executive in Ely employer: Rathbones Plc
Rathbones Plc is an exceptional employer that prioritises client service and investment excellence, fostering a collaborative work culture where senior professionals can thrive. With a strong emphasis on employee growth, you will have the opportunity to mentor junior colleagues while contributing to innovative strategies that drive business development. Located in a dynamic financial hub, Rathbones offers a supportive environment that values professional development and rewards high-quality outcomes for clients.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive in Ely
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Rathbones Plc. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Rathbones Plc.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Rathbones Plc. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Service Executive in Ely
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Rathbones Plc and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Rathbones Plc how you can be a team player!
How to prepare for a job interview at Rathbones Plc
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Rathbones Plc.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Rathbones Plc's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
