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Hybrid Client Relationship Manager - Financial Planning

Job in Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: SecsintheCity
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Business Administration, Financial Consultant
Job Description & How to Apply Below
A leading independent Financial Planning firm is seeking a Financial Planning Assistant to support Financial Planners in delivering outstanding services. You will build client relationships, assist in meeting preparations, and handle administrative tasks. Ideal candidates should have strong customer service skills, be detail-oriented, and possess analytical abilities. The firm offers a competitive salary, support for professional exams, and a hybrid working environment.
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