Financial Planner

**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...

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...

**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...

**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...

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...

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...

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...

Job DescriptionWhat the role entails: To build and develop trusted relationships with current and potential clients.To be responsible for delivering financial planning and wealth management advice.To work within the context of an agreed business plan.All advice given to clients must be suitable, tailored and personalised to the client and in line with...

About the RoleAre you passionate about wealth planning and eager to work in a dynamic role that combines technical expertise, client engagement, and team collaboration?We are seeking a Paraplanner to join our Wealth Planning team, supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role is integral to helping our Wealth Planners...

About the RoleWe are seeking a highly motivated and detail-oriented Junior Paraplanner to join our Financial Planning team in Belfast.This fixed-term contract will provide a unique opportunity to work alongside our Senior Technical Paraplanner and Chartered Financial Planner in delivering high-quality, tailored financial advice to our clients.Key...

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...

Job SummaryWe are seeking a skilled Financial Planner to join our team at Evelyn Partners, where you will be responsible for delivering financial planning and wealth management advice to our clients.Main ResponsibilitiesBuild and develop trusted relationships with current and potential clients.Deliver financial planning and wealth management advice tailored...

Job DescriptionBrook Street Recruitment is working on behalf of a leading financial advice firm in Belfast, seeking an experienced Financial Advisor/Senior Paraplanner to join their team.Key Responsibilities:Provide compliant tailored financial advice to private and corporate clients Conducting in-depth research - Preparing detailed financial reports,...

**Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

About the RoleWe are seeking a Paraplanner to join our Wealth Planning team, supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role is integral to helping our Wealth Planners deliver comprehensive, client-focused financial solutions that meet complex planning needs.Key ResponsibilitiesClient Support & Relationship Management:...

About the RoleA Planner is required by a specialist construction contractor based in Belfast. The company works across multiple projects, specialising in the Facades sector and requiring a full-time permanent Planner.With a considerable head count across multiple countries, this employer is one of the leading UK-based designers, manufacturers, and installers...

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Your Career OpportunityWe are seeking a skilled Paraplanner to join our Wealth Planning team, providing expert administrative support to our Wealth Planners. In this role, you will have the opportunity to work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering comprehensive, client-focused financial solutions that meet complex...

We are seeking a skilled Paraplanner to support our Wealth Planning team in a temporary capacity. The ideal candidate will have a background in financial planning and experience working with high-net-worth and ultra-high-net-worth clients.Key ResponsibilitiesClient Support & Relationship Management: Assist Wealth Planners in crafting suitability letters and...

About the PositionWe are seeking an experienced Paraplanner to join our Wealth Planning team. As a Paraplanner, you will be responsible for providing administrative support to our Wealth Planners, including preparing suitability letters, conducting cash flow modeling, and managing client cases.Responsibilities and Requirements- 2+ years of experience as a...