Executive Support Manager

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.