Rathbones
Client Service Executive
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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 you’ll 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 MiFID 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 firm’s procedures
- Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID 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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About you
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London