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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. Were proud to be one of the UKs leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. Job description: Role Title: Client Service Executive- Financial Planning Division: Rathbones Financial Planning Location: Sheffield Contract: 12 months FTC Hiring Manager: Darren Findlay Working pattern: Hybrid About the Role Are you looking to build a rewarding career in wealth management? As a Client Service Executive, you'll play a key role in supporting our Financial Planners and Paraplanners to deliver an exceptional experience for clients at every stage of their financial journey. This is a varied and rewarding position where you'll help coordinate client activities, ensure the smooth delivery of advice and service, and support efforts to attract and onboard new clients. You'll be at the heart of a collaborative team, helping to build strong client relationships while ensuring every interaction is delivered accurately, professionally, and to the highest standard. This is an excellent opportunity to gain valuable experience within a leading wealth management firm, develop your knowledge of financial planning, and build a strong foundation for your future career. What youll be responsible for Play a key role within the client team, supporting the preparation, delivery and implementation of financial planning advice for both new and existing clients. Collaborate closely with Financial Planners and Paraplanners, helping to ensure work is delivered efficiently and within agreed timescales. Produce accurate, high-quality client documentation and service support, maintaining the exceptional standards our clients expect. Maintain up-to-date client records and CRM systems, helping to ensure a seamless and professional client experience. Build your knowledge and expertise by staying informed of evolving processes, procedures and industry best practice. Develop a strong understanding of regulatory requirements and compliance standards within a leading wealth management business. Build positive working relationships with colleagues, Financial Planners, Investment Managers, clients and external providers, becoming a trusted member of the wider team. Take an active role in team communications, ensuring actions are completed promptly and effectively. Contribute to a collaborative culture by supporting colleagues and other client teams when needed. Share knowledge and experience with peers, providing guidance and support to help the team succeed. Take on a variety of additional responsibilities and projects, offering excellent opportunities to broaden your experience and develop your career. About you If you meet some of these criteria and are excited about the role, we encourage you to apply Experience within financial planning, wealth management, or the wider financial advice sector, with a solid understanding of financial services administration. A strong appreciation of both client and Financial Planner needs, with a genuine commitment to delivering an exceptional client experience. Excellent communication and relationship-building skills, with the confidence to work effectively with a range of stakeholders. A meticulous approach, with exceptional attention to detail and a high standard of accuracy. A good understanding of compliance requirements and the ability to apply regulatory knowledge in a practical way. Strong organisational and time-management skills, with the ability to manage competing priorities and deadlines. Proven ability to coordinate tasks and activities across a wider team to ensure work is delivered smoothly and efficiently. Comfortable supporting multiple Financial Planners simultaneously, balancing priorities and adapting to changing demands. Proactive and self-motivated, with the ability to organise both your own workload and support others in meeting team objectives. Confident using Microsoft Office applications, including advanced Word and intermediate Excel skills. 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. 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. TPBN1_UKTJ

You can contact the Volunteering Recruitment Team by emailing [email protected] or call on 0300 222 5706 About You About Alzheimer's Society Dementia is the UK's biggest killer. At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by g

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. Were proud to be one of the UKs leading wealth managers, with £113.6bn in assets under management (as of March 2026) and 20+ offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. Job description: Role Title: Regional Marketing/ Events Executive Division: Marketing and Client Strategy Location: Newcastle or Sheffield Contract: Permanent Working pattern: Hybrid About the Role This is a varied and exciting role for a Marketing Executive which focuses on events and strategic partnerships for a high-net-worth audience. You will be assisting in developing and executing effective event activations and campaigns that line up to our overall marketing plan for the region, leading on some high-level activations. Therefore, you will be someone who enjoys taking ownership and seeing ideas through from concept to delivery, with excellent organisational skills and a proactive approach. Youll be working within a supportive, experienced and collaborative team and will be confident in managing multiple events and activity while simultaneously overseeing everything from venue sourcing and supplier management to creative briefing, email communications and post-event reporting. You will collaborate closely with colleagues, senior stakeholders and external partners to ensure every detail reflects the expectations of our high-net-worth audience. As part of the North Regional Marketing team, your role will predominantly cover activity delivered for our Newcastle and Sheffield offices as well as assisting with events for other offices in the region. There will be some travel required to each office, along with a quarterly team meet-up in London. You will also travel to attend and deliver events regularly. What youll be responsible for Stakeholder Management - building positive relationships across internal teams and stakeholders to ensure effective delivery of campaigns, events and partnerships. Event & Sponsorship Management : Support the planning and delivery of regional events and sponsorship activations (primarily in-person) including end-to-end logistics, supplier management, client communications and key stakeholder engagement, with a focus on commercial returns, and an appreciation for key contractual benefits. Communications: Create and manage engaging and effective marketing communications using email platforms to optimise engagement. Strategic Partnerships : support across our strategic partnerships to maximise benefits and opportunities for the region. Content Development : Assist with drafting, proofreading, and editing marketing materialsincluding collateral and client communicationsensuring alignment with brand tone, compliance & working alongside stakeholders to develop local content pieces to be leveraged across all available channels. Data-Driven Marketing : Collaborate with the team to leverage data insights for targeted campaigns & activity to effectively engage key audience segments, as well as, engage and grow our existing client base. Budget & Reporting : Support the Senior Regional Marketing Manager with budget forecasting, reconciliation, invoicing, and cost negotiation. Measure and report on the commercial impact and ROI of campaigns, events, and activities, while working effectively within approved budget for activation. About you If you meet some of these criteria and are excited about the role, we encourage you to apply Experience of managing and executing events and sponsorship programmes - Essential Experience of working in a corporate environment as part of a marketing team Experience with input and ultimate delivery of multi-channel marketing campaigns and events. Ability to evaluate and provide objective feedback on concepts and creative execution. Proactive approach; strong organisational skills; strong attention to detail. Experience of working with suppliers and agencies. Ability to work to tight deadlines, multi-tasking and to time manage own work effectively. Experience within financial services or marketing to high-net-worth individuals is 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. 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. TPBN1_UKTJ

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