At a Glance
- Tasks: Support Financial Planners and Paraplanners, coordinating client activities for top-notch service.
- Company: Join Rathbones, a leading wealth management firm in Sheffield.
- Benefits: Gain valuable experience and build a strong career foundation in finance.
- Other info: Dynamic work environment with opportunities for growth in wealth management.
- Why this job: Be part of a collaborative team and enhance your financial planning knowledge.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 25650 - 31350 £ per year.
Rathbones in Sheffield is seeking a Client Service Executive - Financial Planning to support our Financial Planners and Paraplanners, coordinating client activities and ensuring high-quality service across the client journey.
You will gain experience within a leading wealth management firm, developing knowledge of financial planning and building a strong foundation for your career in a collaborative team environment.
Client Services Executive – Wealth Planning Support in Sheffield employer: Rathbones
Rathbones is an excellent employer that fosters a collaborative and innovative work culture, particularly within our hybrid Business Delivery Change team. We offer a comprehensive remuneration package, including a pension, medical insurance, and discretionary bonuses, alongside ample opportunities for professional growth and development in the dynamic field of investment management.
