Financial Planning Professional

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...

Job 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...

Job Opportunity: Financial Planning SpecialistLocation: BelfastA competitive salary and generous benefits package are being offered for a skilled Financial Planning Specialist to join our expanding team in brand-new, modern offices near the city centre.Key Responsibilities:Prepare accurate and compliant suitability reports and letters within target...

Job OpportunityBecome a key member of our expanding team in brand-new, modern offices near the city centre. We are seeking a skilled Paraplanner to assist in client recommendations and arrangement reviews. If you're passionate about financial planning and want to be part of a friendly, supportive environment with real opportunities for growth, this could be...

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:...

At 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...

Accountancy Career Development OpportunityHallmark Solutions Ltd. is seeking a skilled Accountant to join our team and contribute to the success of our business.Key Responsibilities:Develop and maintain financial models and forecasts to inform business decisions.Prepare and review financial reports, ensuring accuracy and compliance with accounting...

Artemis 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...

Artemis 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...

Brook 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...

We are recruiting for a Paraplanner to join our dynamic team based in modern offices in Belfast. As a key member of our team, you will be responsible for preparing accurate and compliant suitability reports and letters. You will conduct comparative and technical research to assist in client recommendations and arrangement reviews. Our ideal candidate has...

Company 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...

Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...

At Abacus Professional Recruitment, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a key role in supporting the Finance Manager in preparing financial information on sales, costs, debtors and assisting in the month and year end process.This is an excellent opportunity for someone looking to develop...

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...

Our client is a prestigious law firm in Belfast with a strong reputation for providing high-quality legal services in the area of planning and development. They are seeking a newly qualified planning solicitor to join our dynamic and growing team. If you are a talented and ambitious individual with a passion for planning law, this is an excellent opportunity...

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...

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...

About 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 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...