Client Services Coordinator - Financial Planning

Rathbone Brothers; Belfast City District; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

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.

Qualifications

• High standard of accuracy and attention to detail.
• Understanding client and Investment Managers' expectations.
• Able to apply compliance knowledge.
• Time management and ability to prioritise.

Responsibilities

• Coordinate and ensure continuity and completeness of service to clients in the local office.
• Assist with preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning.
• Remind Financial Planners and schedule Annual Reviews as they fall due.
• Coordinate work with Financial Planners, Paraplanners and others in delivering service to clients.
• Provide administrative support to Financial Planners and maintain client records in CRM.

Skills

Client service

Attention to detail

Regulatory compliance

Time management

Organisational skills

AML awareness

Tools

Microsoft Word

Microsoft Excel

CRM systems

RFP packages

Job description

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.