Wealth Management Associate

About UsWe are a leading Wealth Management firm based in Belfast, seeking an experienced Pensions Paraplanner to join our team.The ideal candidate will have excellent communication skills and the ability to present complex information in a clear and concise manner.Job DescriptionThis role involves working closely with the team to achieve business objectives...

**Financial Services Administrator (Wealth Management)** Overview: We are in search of a meticulous and dedicated Financial Services Administrator to fortify our esteemed wealth management team. This role involves comprehensive administrative support to ensure seamless operations in handling new and existing business, client transactions, compliance, and...

Paraplanner Role - Join Our Client's TeamBelfast-based Wealth Management firm seeks Paraplanner to contribute to company strategy and goals. As a Paraplanner, you will play a crucial role in delivering exceptional client service and supporting the Financial Advisers in their work. This is an excellent opportunity to develop your skills and knowledge in...

About the RoleMCS Group is working with a leading Wealth Management & Financial Planning firm to find a skilled Paraplanner for their Belfast office. This is an excellent opportunity for a qualified Level 4 Paraplanner looking to take their career to the next level.Key ResponsibilitiesThe successful candidate will process new business on relevant platforms,...

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...

MCS Group is delighted to be partnering with a respected Wealth Management firm in Greater Belfast to recruit for a skilled Paraplanner to complement their growth plans. The ideal candidate will have a passion for financial planning and client service, with strong technical skills and excellent communication abilities.This exciting opportunity offers:A...

Join Our Team as a Wealth ManagerWe are seeking an experienced Lvl 4 professional to fill this challenging role. The ideal candidate will have strong technical skills, excellent communication abilities, and a keen eye for detail.Responsibilities:Process client data, ensuring accuracy and efficiency.Prepare and submit paperwork for client cases.Work closely...

We are seeking a highly motivated Wealth and Investment Regulatory Advisor to join our team at fscom in Belfast or London. As a key member of our Compliance team, you will be responsible for providing regulatory advice and services to our growing Wealth and Investment Management client base.The ideal candidate will have 5+ years of experience in Compliance,...

We are looking for a Retirement Wealth Solutions Professional to join our team as a Customer Support Specialist in Savings. The successful candidate will have experience in the financial services industry, particularly in retirement wealth solutions, and will possess excellent communication and interpersonal skills.The key responsibilities of this role...

**Overview of Citi**: Citi is a world-leading global bank. We have approximately 200 million customer accounts and a presence in more than 160 countries and jurisdictions worldwide. We provide consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and...

Job Title: Financial Services Professional Location: Belfast Job Type: Full-time About the Company: Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their Belfast-based team. The successful candidate will play a vital role in contributing to company strategy and objectives, driving business growth and ensuring...

**WHO WE ARE** Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20...

Join Our Team:We are seeking a highly skilled and dedicated Financial Services Specialist to join our team at HUB Group, part of Just Group PLC. As a key member of our team, you will play a crucial role in providing exceptional customer support and administrative services to our clients.About the Job:This exciting opportunity is for a Savings Specialist who...

As a Paraplanning Specialist with our Financial Services client in Belfast, you will play a crucial role in preparing accurate and compliant suitability reports and letters. Your expertise in financial planning products and strong analytical skills will enable you to provide exceptional support to our clients and contribute to the success of our team. Key...

Davy UK is one of Northern Ireland’s leading financial advice, wealth management and capital markets firms. Based in Belfast with an office in London, our purpose is to deliver world-class outcomes for our private and professional clients. **Why work with us** There are lots of benefits to working at Davy. Our city centre location, free access to our...

Discover a unique opportunity to excel in our Wealth Planning team, based in Belfast. As a skilled Paraplanner, you will provide critical technical and planning support to deliver exceptional financial planning services to high-net-worth clients with complex needs.About the RoleDraft and deliver comprehensive suitability reports, ensuring seamless...

Merchandise Operations AssociateWe are seeking a highly skilled Merchandise Operations Associate to join our team in Limerick City. As a key member of our merchandising team, you will be responsible for ensuring that all merchandise is stored, displayed and sold efficiently across multiple retail locations.Key Responsibilities:To manage and maintain accurate...

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...

FMI Field Management Ireland is seeking a talented Visual Merchandising Associate to join our dynamic team. As a key member of our field marketing team, you will be responsible for creating engaging in-store experiences that drive sales and customer loyalty.Key ResponsibilitiesImplement visual merchandising strategies in partnership with field supervisors...

Key Responsibilities">Provide expert personal tax advice and planning to high-net-worth individuals and their families.Lead and manage client engagements, overseeing the preparation and review of personal tax returns and associated compliance filings.Develop and nurture strong client relationships, acting as a trusted advisor and building long-term...