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.
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Client Services Coordinator - Financial Planning employer: Rathbone Brothers
Rathbone Brothers in Sheffield is an exceptional employer, offering a dynamic work environment where you can develop your skills in wealth management while receiving comprehensive training and support. With a strong focus on employee growth, you will have access to professional qualifications and hands-on experience in client services, compliance, and investment strategies, all within a collaborative culture that values high-quality client experiences.
