Trainee Financial Planner

5 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.
- Ensuring excellent client relationships are maintained & developed.
- Spotting opportunities for business growth & development.
- Level 4 qualified (essential).
- Strong previous experience in a paraplanning or financial planning focused role.
- Excellent communication skills are pivotal for this position.
- Ambitious & proactive approach and work ethic.
- Passionate about becoming a financial planner/advisor.

**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...


  • 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 Trainee Transport Planner **Be part of the movement - and play your part** **About the...

  • Financial Planner

    4 weeks ago


    Belfast, United Kingdom Evelyn Partners Full time

    Job SummaryEvelyn Partners is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesBuild and develop trusted relationships with current and potential clients.Deliver financial planning and wealth management...


  • Belfast, United Kingdom Graham Group Full time

    **About The Role**: **At GRAHAM, we’re not just one of the UK’s leading Total FM providers - we’re also a trusted partner, committed to enhancing the experience and making the lives of our clients’ easier. We are seeking a Trainee Traffic Management Designer / Works Planner **to join us to help us create a hassle free environment for our clients and...


  • 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 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...


  • Belfast, United Kingdom Grant Thornton (NI) LLP Full time

    We are seeking a Financial Services Trainee to join our team at Grant Thornton (NI) LLP. As a graduate trainee on our Audit & Assurance team, you will have the opportunity to work with diverse clients, from startups to SMEs to global multinationals, operating in various industries across Ireland, the UK and the US.The role offers a competitive salary of...


  • Belfast, United Kingdom MCS Group Full time

    Belfast-based MCS Group seeks a talented Financial Analyst Trainee to contribute to their FMCG partnership's success.The ideal candidate will assist the finance department in all areas of management and financial reporting, focusing on producing timely and accurate management accounts. Essential responsibilities include:Providing financial support during...


  • Belfast, United Kingdom Northern Ireland Audit Office Full time

    Job SummaryThe Northern Ireland Audit Office is seeking a highly motivated and ambitious individual to join our team as a Trainee Accountant. This is an exciting opportunity to embark on a full-time, fixed-term training contract, commencing September 2025, which will provide a route to achieving Chartered Accountant status with Chartered Accountants...


  • Belfast, United Kingdom CD Fairfield Capital Full time

    CD Fairfield Capital Ltd are recruiting. Are you driven? Do you want to learn? Are you motivated to succeed? Are you keen to fast-track a career in Financial Advice? - Year one OTE £25k-£30k - Basic £22k - £23k - Various shifts, both full time and part time Office based ( Belfast ) Trainee Financial Adviser - you will be helping people resolve their...


  • Belfast, United Kingdom Artemis Human Capital Full time

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


  • Belfast, United Kingdom Hayward Hawk Full time

    Trainee Accountant RoleJob SummaryHayward Hawk is seeking a motivated and detail-oriented Trainee Accountant to join their team.About the RoleAs a Trainee Accountant, you will assist in preparing financial statements, forecasts, and detailed financial reports, as well as participate in internal and external audits, ensuring compliance with...

  • Trainee Event Planner

    5 months ago


    Belfast, United Kingdom Kids Multi-Sport Coaching Full time

    Event Planner **Duties**: - Plan and execute childrens sports camps in different areas, on school holidays. - Coordinate with schools to understand their event requirements and objectives - Research and select suitable venues, vendors, and suppliers for each event - Develop event timelines - Manage all aspects of event logistics, including setup, teardown,...


  • Belfast, United Kingdom targetjobs Hired Full time

    Job OverviewWe're seeking a talented and ambitious individual to join our team as a Financial Analyst Trainee. This role offers a unique opportunity to develop your skills in financial analysis, audit, and accounting.ResponsibilitiesDevelop an understanding of our clients' businesses and financial systems.Perform tests on business controls to ensure they...


  • Belfast, United Kingdom MCS Group Full time

    Exciting Opportunity in Financial PlanningMCS Group is delighted to be recruiting for a leading global Wealth Management firm, who are expanding their financial planning team by adding a Financial Planning Assistant to their Belfast offices.About the RoleThis is a fantastic opportunity to join a highly renowned business at a time of exciting growth. As a...


  • 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...

  • Financial Planner

    4 weeks ago


    Belfast, United Kingdom NFU Mutual Full time

    About NFU MutualNFU Mutual is a leading general insurance and financial services company, with over 110 years of experience putting customers at the heart of everything we do.The RoleWe are seeking an experienced Financial Advisor to join our team in Northern Ireland. As a Financial Advisor, you will provide holistic financial planning advice to existing...

  • Transport Planner

    5 months 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 Reperio Human Capital Full time

    Job SummaryWe are hiring a Trainee-Level Recruitment Consultant to join our team in Belfast. This role will best suit someone enthusiastic and eager to learn, who is confident, professional, and financially driven.

  • Transport Planner

    6 months 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...