Client Service & Financial Planning Coordinator

Rathbones Plc; Maidstone; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

Rathbones Plc in Belfast seeks a Client Service Executive to coordinate and deliver high-quality client service within the Financial Planning Division. You will work hybrid, supporting Financial Planners and ensuring timely, compliant delivery of financial advice and client communications.

The role emphasizes accuracy, strong communication, and effective workload management within a regulated environment. Collaboration across offices and teams is essential for success.

Qualifications

• Understanding client and Investment Manager expectations.
• Excellent communication skills.
• High standard of accuracy and attention to detail.
• Able to apply compliance knowledge.
• Time management and prioritisation.

Responsibilities

• Proactively engage with clients to help them get up to date with matters within MiFID II procedures.
• Assist with preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning.
• Remind Financial Planners (FPs) and schedule Annual Reviews when due.
• Coordinate work with FPs, PPs and others in the delivery of service to clients and manage workloads.
• Provide administrative support to Financial Planners and maintain client records in the CRM.
• Follow regulatory requirements including AML, complaints and MiFID II processes; handle new business documentation.
• Support relationships with Investment Managers, clients, external providers and stakeholders.
• Participate in Model Office communications and complete actions in a timely manner.
• Provide guidance and training to team members and keep procedures up to date.

Skills

Communication

Attention to detail

Compliance knowledge

Time management

Team coordination

Microsoft Office

Job description

Rathbones Plc in Belfast seeks a Client Service Executive to coordinate and deliver high-quality client service within the Financial Planning Division. You will work hybrid, supporting Financial Planners and ensuring timely, compliant delivery of financial advice and client communications.

The role emphasizes accuracy, strong communication, and effective workload management within a regulated environment. Collaboration across offices and teams is essential for success.