Client Service Executive

3 Days Old

Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role Title: Client Service Executive Financial Planning Division: Financial Planning Location: Winchester (Hybrid) Contract: Permanent Hiring Manager: FP Lead 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 youll 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 i...
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Location:
Winchester
Salary:
not provided
Job Type:
FullTime
Category:
Customer Service & Support

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