Client Service Executive
Not disclosed
Salary
Not disclosed by employer
£41,700
Going rate
Skilled Worker going rate
This role likely qualifies for a Skilled Worker visa
SOC 4129 (80% match) is an eligible occupation, with a going rate of £41,700, and Rathbones is a licensed sponsor. That is our reading of the rules. Whether they issue a Certificate of Sponsorship is still their call.
This could also be SOC 2422 (Finance and investment analysts and advisers, Financial planning support and advice preparation could fit adviser role) or SOC 3534 (Financial accounts managers, Client relationship management in financial services context). We read the code off the advert, so it is our best guess, not the employer's.
About the 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
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
- 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
This description is the source posting as it read when we added it. We are not affiliated with Rathbones, so check their own site for the current details.
Where this offer sits in the market
SOC 4129 · UK · ONS ASHE 2025 · ~79k in sampleSimilar sponsored roles
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About sponsorship for this role
Does this job guarantee visa sponsorship?
Not necessarily. Rathbones holds a sponsor licence, but sponsorship for a specific hire is always the employer's decision. Be upfront in your application that you'll require it.
What salary is needed for this role to be eligible?
The offer must clear both the general threshold and the SOC 4129 going rate of £41,700. New-entrant and shortage discounts can lower it.