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- Tasks: Support senior leaders and manage administration in financial planning and investment management.
- Company: Respected professional services provider based in Poole.
- Benefits: Private healthcare, 27 days holiday, pension contribution, and gym discounts.
- Why this job: Join a supportive team and make a real impact in client service.
- Qualifications: Experience in a similar role, excellent communication, and organisational skills.
- Other info: Opportunity for career growth in a dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
Rubicon are delighted to be exclusively partnering with a well‑established professional services provider based in Poole. This is an excellent opportunity to join a respected firm and play an integral, central role in providing dedicated support to senior leaders, whilst ensuring the seamless delivery of administration and client service across financial planning and investment management.
As Executive Support Manager, you will benefit from:
- Private Healthcare
- 27 days holiday, increasing with length of service
- 5% pension contribution
- Other benefits include, money off gym membership, cycle to work scheme, Death in Service and Income Protection
Your responsibilities will include:
- Supervising, training and mentoring the administration team
- Managing administration across financial planning and investment services
- Liaising with operational teams to ensure the smooth processing of client work
- Managing client communications with professionalism, clarity and discretion
- Preparing client meeting packs, valuations, letters of authority and review documentation
- Processing new business and existing client queries, ensuring all compliance requirements are met
- Maintaining accurate client files and supporting documentation to firm and regulatory standards
- Assisting with product research, data gathering and MI analysis
- Organising client information systems, maintaining effective filing and database management
- Ensuring all KYC, AML and compliance obligations are met and fully documented
Your experience will include:
- Previous experience within a similar role, ideally within the financial services industry
- Confidence working independently, with the ability to prioritise and manage multiple tasks
- Excellent communication skills and a client‑focused approach
- High levels of accuracy, organisation and attention to detail
- Proficiency in Microsoft Office; experience with financial software is advantageous
- Experience supporting high‑net‑worth clients (desirable)
- Ideally educated to A-level or equivalent, with strong Maths and English skills
If you’re ready to take on a key role within a professional and supportive team, driving high standards, supporting senior leadership and delivering exceptional client service—we’d love to hear from you. Apply today with your CV or call Ellie at Rubicon.
Executive Support Manager in Poole employer: Rubicon Recruitment Agency
Contact Detail:
Rubicon Recruitment Agency Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Support Manager in Poole
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for an Executive Support Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its leaders. Understand their values and how they operate, so you can tailor your responses to show you're the perfect fit for their team. Plus, it’ll help you ask insightful questions that demonstrate your interest.
✨Tip Number 3
Practice your communication skills! As an Executive Support Manager, you'll need to liaise with clients and senior leaders. Role-play common scenarios with a friend or family member to boost your confidence and ensure you come across as professional and clear.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining the team. So, get your CV ready and hit that apply button!
We think you need these skills to ace Executive Support Manager in Poole
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Executive Support Manager role. Highlight your previous experience in financial services and any relevant achievements to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role, showcasing your communication skills and client-focused approach. Keep it professional but let your personality show through.
Showcase Your Attention to Detail: As an Executive Support Manager, accuracy is key. Make sure your application is free from typos and errors. This shows us you take pride in your work and understand the importance of detail in client communications.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates about your application status!
How to prepare for a job interview at Rubicon Recruitment Agency
✨Know Your Stuff
Make sure you’re well-versed in the financial services industry and the specific responsibilities of an Executive Support Manager. Brush up on key terms, compliance requirements, and the tools you’ll be using, like Microsoft Office and any financial software.
✨Showcase Your Communication Skills
Since this role involves liaising with senior leaders and clients, practice articulating your thoughts clearly and professionally. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations.
✨Demonstrate Leadership Qualities
As you'll be supervising and mentoring an administration team, think of instances where you've led a team or project. Highlight your ability to motivate others and manage multiple tasks while maintaining high standards.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client communications. Think about potential scenarios you might face in the role and how you would address them, showcasing your attention to detail and client-focused approach.
