Executive Support Manager | Poole | £40,000 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 As Executive Support Manager, 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 syste...