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Executive Support Manager

Job Posted: a day ago

Salary: £ 35,000 - 40,000 / Annum
Job Type: Permanent
Location: Poole

Expire in: a month

Job Description

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 systems, maintaining effective filing and database management
Ensuring all KYC, AML and compliance obligations are met and fully documented
As Executive Support Manager, your experience will include:

Previous experience within a similar role, ideally within the financial services industry
Confidence working independently, with the ability to prioritise and manage multiple tasks
Excellent communication skills and a client-focused approach
High levels of accuracy, organisation and attention to detail
Proficiency in Microsoft Office; experience with financial software is advantageous
Experience supporting high-net-worth clients (desirable)
Ideally educated to A-level or equivalent, with strong Maths and English skills
If you’re ready to take on a key role within a professional and supportive team, driving high standards, supporting senior leadership and delivering exceptional client service—we’d love to hear from you.

 Apply today with your CV or call Ellie at Rubicon

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Bank details.
National Insurance number.
Date of birth.

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