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Client Services Coordinator - Financial Planning

Posted 23 days 17 hours ago by Rathbone Brothers

Permanent
Full Time
Other
Northern Ireland, United Kingdom
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.

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