Rathbones Plc in Belfast is seeking a Client Service Executive to join the Financial Planning division. You will coordinate client service activities and ensure timely delivery of promised service as part of the client team in our local office, working in a hybrid pattern.
In this role you will support Financial Planners with preparing advice on investments, pensions, and estate planning, schedule annual reviews, maintain records, and ensure compliance with AML, MiFID II, and internal procedures.
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Client Service Exec – Financial Planning Support (Hybrid) in Ely employer: Rathbones Plc
Rathbones Plc is an exceptional employer that prioritises client service and investment excellence, fostering a collaborative work culture where senior professionals can thrive. With a strong emphasis on employee growth, you will have the opportunity to mentor junior colleagues while contributing to innovative strategies that drive business development. Located in a dynamic financial hub, Rathbones offers a supportive environment that values professional development and rewards high-quality outcomes for clients.
