Trainee Financial Planner

2 months ago


Belfast, United Kingdom Artemis Human Capital Full time

**The Job**

Working closely with the firm’s senior leadership & wider team, you will be involved across the following:

- Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the hope of becoming a capable financial planner
- Overseeing a portfolio of existing company clients, ensuring they are provided with a top class level of service
- Prepare client documentation in advance of and following client meetings
- Ensuring excellent client relationships are maintained & developed
- Liaising with external stakeholders
- Identifying opportunities for business growth & development
- Level 4 qualified (essential)
- Strong previous experience in a paraplanning or financial planning focused role
- Excellent communication skills
- Ambitious & proactive approach

**The Benefits**
- A generous starting salary of £35-40,000 (negotiable DOE)
- Competitive bonus scheme
- Hybrid working
- 1pm Friday finish
- Second to none scope for training, development & progression opportunities
- Generous wider benefits package



  • Belfast, United Kingdom Artemis Human Capital Full time

    **The Job** Working closely with the firm’s senior leadership & wider team, you will be involved across the following: - Shadowing one of the firm’s senior financial planners in order to train and develop your skill set, with the hope of becoming a capable financial planner. - Overseeing a portfolio of existing company clients, ensuring they are...

  • Trainee Ifa

    2 days ago


    Belfast, United Kingdom MB Fitzgerald Full time

    **Trainee Financial Planner - Belfast - Salary £35-40K - Great Benefits package and Bonus structure** Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit a Trainee Financial Adviser. The client has an excellent reputation, they are a Chartered business that provide holistic advice to a...


  • Belfast, United Kingdom Black Fox Solutions Full time

    **Trainee Financial Sales** **Belfast City Centre** **£26k + Bonus** I am working with a well-established financial service company who due to expansion are looking for a Trainee Financial Sales person to join their busy Belfast team. **Working Hours: 10-6pm Monday - Thursday and 9-4pm on a Friday (4 day working week after probation)** **The role**: -...


  • Belfast, United Kingdom Signatus Recruitment Full time

    **Chartered Financial Planner** **Join a Growing Family-Owned Firm** **c£65k+ (fully negotiable) Plus £High Bonuses and Benefits** **Why Join Us?** Empowering Growth for Financial Planning Professionals Our Client believes in empowering their advisors to reach their full potential. Our ongoing growth opens exciting opportunities for dedicated...


  • Belfast, United Kingdom Black Fox Solutions Full time

    **Trainee Financial Sales** **Belfast City Centre** **£26k + Bonus** I am working with a well-established financial service company who due to expansion are looking for a Trainee Financial Sales person to join their busy Belfast team. *** **Working Hours: 10-6pm Monday - Thursday and 9-4pm on a Friday (4 day working week after probation)** *** **The...

  • Trainee Accountant

    2 weeks ago


    Belfast, United Kingdom VANRATH Full time

    VANRATH are delighted to be recruiting for a Trainee Accountant, a brand new role with a leading Irish employer in Belfast. A fantastic opportunity to join a growing finance function within industry, offering full study support and progression. This is the perfect role for a candidate who is looking to progress to become an Accountant. What you'll get Hybrid...

  • Trainee Accountant

    1 month ago


    Belfast, United Kingdom Musgrave Full time

    Our people are the heart of our business. As our greatest asset, they make Musgrave a great place to work and in return we aim to be the very best place to work, grow and thrive. We have an opportunity for a Trainee Accountant to join our Finance team. The Trainee Accountant will be responsible for supporting the Financial Accountant with the production and...


  • Belfast, United Kingdom GRN Search Group Full time

    Trainee Freight Forwarder Belfast £25,000 - £30,000 + Training + Benefits + Monday to Friday Do you have an interest in the Logistics industry? Perhaps you’re looking for a change of career and want to work in a fast paced industry with long term job security and opportunities? As a specialist Freight Forwarding business, you will be joining an...

  • Trainee Accountant

    4 weeks ago


    Belfast, United Kingdom Waystone Governance Ltd. Full time

    Waystone is one of the fastest growing financial services firms in Europe, with operations in Ireland, the UK, Luxembourg, and Switzerland. The firm also operates in Cayman, North America, the UAE and Asia. It is an exciting time to join the firm as we continue to expand our global footprint across multiple service lines. Are you graduating from college and...

  • Trainee Accountant

    1 month ago


    Belfast, United Kingdom Musgrave Full time

    Our people are the heart of our business. As our greatest asset, they make Musgrave a great place to work and in return we aim to be the very best place to work, grow and thrive. We have an opportunity for a Trainee Accountant to join our Finance team. The Trainee Accountant will provide support to the finance department in all areas of management and...


  • Belfast, United Kingdom Clemence Rogers Full time

    Clemence Rogers Limited is currently acting on behalf of a large privately owned company in Northern Ireland with a multi-facetted business model incorporated in Ireland, and throughout the United Kingdom. We are looking for a Graduate Accounts/Finance Trainee who has the drive and the motivation to join a small, but well-established finance team. -...


  • Belfast, United Kingdom Brook Street UK Full time

    Brook Street Recruitment is working with our Belfast city centre client to recruit a Tax Professional to join their expanding team. Managing the delivery of tax projects, within given time scales and ensuring technical excellence * Manage client assignments that are sizeable in both scope and scale by providing intelligent and creative solutions to client...

  • Transport Planner

    1 day ago


    Belfast, United Kingdom DFDS UK & Ireland Full time

    Do you want to be a valued part of the critical infrastructure that serves communities across Europe and beyond? Are you looking for a position in which you can set direction and help shape our company? If so, then you could be the newest addition to our team as Transport Planner. **Be part of the movement - and play your part.** **About the role** We are...


  • Belfast, United Kingdom MB Fitzgerald Full time

    **Financial Planning Administrator - Belfast - National Wealth Management Organisation - Exceptional remuneration package** MBF. are currently working with a National Wealth Management organisation who are looking to hire an experienced Financial Planning Administrator for their team in Belfast. The company are a very well known brand with really exciting...


  • Belfast, United Kingdom Financial Times Full time

    **About Us** Across the FT Group, our people are united by a mission to deliver world-class information, news and services to our global audiences. We're a digital-first organisation made up of journalists, technologists, product managers, event planners, strategists, commercial and finance experts, marketing and communications specialists - and much more....


  • Belfast, United Kingdom Financial Times Full time

    **About Us** Across the FT Group, our people are united by a mission to deliver world-class information, news and services to our global audiences. We're a digital-first organisation made up of journalists, technologists, product managers, event planners, strategists, commercial and finance experts, marketing and communications specialists - and much more....


  • Belfast, United Kingdom Just Retirement Full time

    23.6.23 Sales and Business Development As a Trainee Customer Service Specialist you will be the first point of phone contact for HUB Financial Solutions (part of the Just Group Plc.) with our customers. - You will be asked to book appointments between our customers and our non-advised service, which is achieved both through inbound and pro-active outbound...


  • Belfast, United Kingdom MCS Group Full time

    MCS Group are delighted to be partnering with our one of our long-lasting clients for an exciting new permanent opportunity based in Belfast for an experienced Project Planner. Applicants should possess a minimum of a bachelor's degree or its equivalent qualification. It is imperative that applicants have a minimum of 1 year of hands-on experience in...


  • Belfast, United Kingdom MLR Careers Full time

    **Financial Services Administrator** My client is one of the most highly respected investment-focused Financial Planners in Northern Ireland, enjoying a great reputation for integrity and sound advice for over 30 years. Due to internal promotions and the continuing very strong growth of the firm, they wish to appoint an additional Financial Services...


  • Belfast, United Kingdom SERE Ltd Full time

    247 Aviation Limited is responsible for arranging high priority medical flights on behalf of NHS Blood and Transplant and Executive Jet travel on behalf of high net worth individuals. The work is challenging, interesting and fast paced. 247 Aviation Limited operates a small team, every member of our team contributes and is an essential part of our success...