Financial Planning Expert
5 days ago
We are delighted to be working on a unique and exciting opportunity with a rapidly growing financial services organisation. Due to continued success, our client is keen to expand their current financial advisory team.
This role presents an excellent career opportunity for ambitious individuals eager to carve out a career within financial services. A competitive starting salary of £25,000 (depending on experience) offers a great foundation for growth.
The ideal candidate will have a degree in Finance, Investments, Accountancy or similar and possess excellent communication skills. Strong organisation skills with the ability to work towards deadlines are also essential.
Job Description:
Reporting to the client manager, you will work closely with the wider financial planning team and be involved across various areas including:
- Preparing and assisting with the firm's annual client service reviews
- Assisting the team with developing strategic financial plans for clients
- Assisting with client portfolio management
Benefits:
This role offers a range of benefits including:
- A competitive starting salary
- Excellent scope for career development and progression
- Study support towards obtaining certification in financial planning
- Fantastic training provided
Required Skills and Qualifications:
The ideal candidate will have:
- A degree in Finance, Investments, Accountancy or similar
- Excellent communication skills
- The ability to show initiative
- Strong organisation skills with the ability to work towards deadlines
-
Financial Planning Expert
1 month ago
Belfast, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning Expert to oversee financial planning, reporting, and analysis. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow to...
-
Financial Planning Expert
4 weeks ago
Belfast, United Kingdom Brook Street Full timeBrook Street Recruitment is partnering with a prominent Belfast-based financial advice firm to fill a key role within their team. The organization is renowned for its excellence in the industry and seeks an accomplished Financial Advisor/Senior Paraplanner to contribute to their growth. Key responsibilities include providing tailored financial advice to...
-
Financial Planning Expert
2 weeks ago
Belfast, United Kingdom Brook Street UK Full timeCompany OverviewBrook Street UK is a reputable organization dedicated to providing high-quality services to our clients.Job SummaryWe are seeking a skilled Financial Advisor to join our team. The successful candidate will provide tailored financial advice to private and corporate clients, utilizing industry knowledge to deliver exceptional services.Key...
-
Senior Financial Planning Solutions Expert
4 weeks ago
Belfast, United Kingdom Kainos Full timeKey Responsibilities:As a Senior Financial Planning Solutions Expert at Kainos, you will be responsible for delivering high-quality Workday Adaptive Planning solutions to our global customer base. You will use your technical expertise to engage directly on high-profile projects, handle significant challenges, and serve as a senior liaison and escalation for...
-
Financial Planning Expert
5 days ago
Belfast, United Kingdom MCS Group Full timeOverviewMCS Group is partnering with a renowned Wealth Management & Financial Planning firm to recruit a skilled Paraplanner for their Belfast office. This role is a full-time, permanent opportunity that would suit a qualified Level 4 Paraplanner seeking to elevate their career.Salary and BenefitsThe package includes £35,000-£40,000 per annum, pension,...
-
Senior Financial Planning Specialist
4 weeks ago
Belfast, United Kingdom Brook Street UK Full timeFinancial Services OpportunityBrook Street Recruitment is working on behalf of our client, a reputable financial advice firm with an excellent industry reputation. They are seeking an experienced Senior Financial Planning Specialist to join their team.Provide tailored, compliant financial advice to private and corporate clients.Work closely with the...
-
Financial Planning and Analysis Expert
5 days ago
Belfast, United Kingdom Pearson Full timeAt Pearson, we are seeking a skilled FP&A Analyst to join our team in Belfast.Key Responsibilities:Support the division with month end activities, forecasting, budgeting, financial reporting, and ad-hoc queries.Collaborate with the UK & International FP&A team to drive financial excellence.Requirements:Experience in finance, accounting operations, financial...
-
Strategic Financial Planning Consultant
1 week ago
Belfast, United Kingdom NFU Mutual Full timeWe are seeking a highly skilled and motivated Strategic Financial Planning Consultant to join our team in Northern Ireland.About the RoleThis is an exciting opportunity for a Financial Advisor to provide holistic financial planning advice to existing NFU Mutual customers, while also developing relationships with local Agencies and their customers.As a key...
-
Senior Financial Planning Specialist
5 days ago
Belfast, United Kingdom Brook Street UK Full timeBrook Street UK is collaborating with a reputable and expanding financial services company to identify an experienced Senior Financial Planning Specialist. The ideal candidate will have excellent knowledge of compliant financial planning practices and be able to provide tailored advice to private and corporate clients.About the RoleThis is an exciting...
-
Belfast, United Kingdom Recruit NI Full timeFinancial Planning and Analysis RoleWe are seeking a Senior Financial Planning and Analysis Accountant to join our team. This is an exciting opportunity for a qualified accountant to drive business growth and contribute to our company's success.About the CompanyOur client is a market leader in their field, offering a unique service to customers across...
-
Financial Conduct Expert
4 days ago
Belfast, United Kingdom Just Group plc Full timeAbout the Company">We are Just Group plc, a leading organization in the financial services industry. Our mission is to provide exceptional services and solutions to our customers.About the Role">We are seeking a highly skilled Financial Conduct Expert to join our team. As a key member of our compliance department, you will play a crucial role in ensuring...
-
Financial Planning Analyst
3 weeks ago
Belfast, United Kingdom Artemis Human Capital Full timeArtemis Human Capital are delighted to be working on a unique & exciting opportunity with a rapidly growing financial services organisation based in East Belfast. Due to continued success, our client are keen to expand their current financial advisory team. With fantastic training & scope for progression provided, you will be an ambitious financial services...
-
Financial Planning Analyst
6 hours ago
Belfast, United Kingdom Artemis Human Capital Full timeArtemis Human Capital are delighted to be working on a unique & exciting opportunity with a rapidly growing financial services organisation based in East Belfast.Due to continued success, our client are keen to expand their current financial advisory team.With fantastic training & scope for progression provided, you will be an ambitious financial services...
-
Financial Planning Assistant
4 weeks ago
Belfast, United Kingdom mbf. Full timeAbout 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...
-
Financial Planning Assistant
1 month ago
Belfast, United Kingdom MCS Group Full timeExciting 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...
-
Financial Planning Professional
5 days ago
Belfast, United Kingdom MCS Group Full timeJob SummaryMCS Group is partnering with a leading Wealth Management & Financial Planning firm to recruit for a skilled Financial Advisor for their Belfast office. This role offers an exciting opportunity for an employed or self-employed professional to take over and grow a large client portfolio at one of the UK's leading Financial Advisory firms.The ideal...
-
Financial Planning Specialist
2 weeks ago
Belfast, United Kingdom NFU Mutual Full timeAbout the RoleWe are seeking a skilled Financial Planning Specialist to join our team in Northern Ireland. As a key member of our agency network, you will provide holistic financial planning advice to existing customers and develop relationships with local agencies.The ideal candidate will have a strong understanding of the UK financial services regulatory...
-
Financial Planning Specialist
1 month ago
Belfast, United Kingdom Hays PLC Full timeFinancial Planning SpecialistHays Accountancy and Finance is working in partnership with a large public sector organisation to recruit a Financial Planning Specialist. This role will act as an integral member of the finance team, providing strategic financial advice on the Department's financial position.Your New RoleThe Financial Services Division provides...
-
Financial Planning Specialist
4 weeks ago
Belfast, United Kingdom Brook Street Full timeExciting Opportunity at a Growing Financial Advice FirmBrook Street Recruitment is working with a reputable independent financial advice firm in Belfast to find an experienced Financial Advisor / Senior Paraplanner to join their team.Key Responsibilities:Provide compliant tailored financial advice to private and corporate clientsConduct in-depth research and...
-
Workday Financials Expert
1 month ago
Belfast, United Kingdom Kainos Full timeAbout the RoleWe are seeking a highly skilled Workday Financials Consultant to join our team at Kainos. As a Workday Financials Consultant, you will be responsible for implementing and configuring Workday solutions for our global customer base and will be an expert in your chosen Workday specialist capability or capabilities.Key ResponsibilitiesManage...