Client Services Coordinator - Financial Planning
Listed on 2026-10-10
-
Finance & Banking
Banking & Finance, Office Administrator/ Coordinator, Business Administration
Rathbone Brothers in Belfast seeks a Hybrid/Perm role to coordinate client service, prepare financial advice materials, and support Financial Planners. You will manage schedules, maintain records, and ensure regulatory procedures are followed.
The role emphasizes accuracy, multi-planner coordination, and strong organisational skills within MiFID II and AML frameworks. A client-facing, detail-oriented professional is preferred.
This is a great position to take on the Client Services Coordinator
- Financial Planning role at Rathbone Brothers.
This is an excellent opportunity to take on the Client Services Coordinator
- Financial Planning role at Rathbone Brothers.
As a Client Services Coordinator
- Financial Planning, you will play an important part at Rathbone Brothers in Belfast City District, Northern Ireland, United Kingdom.
We invite applications for the Client Services Coordinator
- Financial Planning position located in Belfast City District, Northern Ireland, United Kingdom.
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