Company description:
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most.
Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
Were proud to be one of the UKs leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.
*As of June 2025
Job description:
Role Title: Client Service Executive
Division: Financial Planning
Location: Glasgow
Contract: Permanent
Working pattern: Hybrid
About the Role
Working as part of our Financial Planning Client Team in the Glasgow office, youll play a key role in delivering an outstanding, joined-up service to our clients. Youll coordinate client work from start to finish, ensuring everything agreed is delivered accurately, on time and to the high standards our clients expect. Its a role where attention to detail, ownership and collaboration really matter, and where your contribution is visible and valued.
This position offers an excellent foundation for a long-term career in wealth management. Youll receive full training and exam support to progress towards the Diploma in Financial Planning, alongside paid study leave, helping you build both technical knowledge and professional confidence. Through close exposure to experienced colleagues and advisers, youll develop a strong understanding of financial planning and client relationships.
As your experience grows, so do your opportunities. There are clear development pathways and genuine scope to progress into paraplanning, financial planning or other specialist roles across the wider business, depending on your interests and strengths. Rathbones is committed to supporting internal progression and enabling people to grow their careers over time.
Alongside your development, youll benefit from flexible hybrid working, allowing you to split your time between home and the office. Youll also join a friendly, sociable and supportive team, with a positive culture that includes regular team lunches and a collaborative working environment.
What youll be responsible for
* As requested by your Financial Planner, to proactively engage with clients to update them on 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 Financial Planners and schedule Annual Reviews as they fall due
* To coordinate work withFPs, Paraplanner 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 MiFID II
* Process new business applications and supporting documentation accurately ensuring feedback is given to clients and FPs plus timescales are met.
* Support relationships with Investment Managers, 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 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 ideal, but not essential.
* 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- ideal, but not essential.
We offer:
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
A company pension - 9%non-contributory or 10% if you contribute 5%
Private medical insurance Individual on joining, family after 1 years service
Life assurance - 8 x salary
Income protection 75 % salary
Company share scheme
Flexible holidays purchase up to 5 additional days
Discretionary bonus
Green Car Scheme
Family friendly policies enhanced family leave for parents & carers
Study support study days and funding for courses and qualifications
Season travel ticket loans
Volunteering days
Gym discounts
Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community.These include:
Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
Were a Level 1 Disability Confident employer under the UK Government scheme. This means weve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at
Mission
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing for our clients, our colleagues and the communities were part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These arent just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last. xsngvjr
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you dont miss out.