Financial Planning Administrator / Trainee

ScreenedHybridJust posted
Belfast, Co. Antrim, Northern Ireland; Northern Ireland
Posted 1 day ago
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About the role

Trainee Financial Planner || Belfast || Hybrid Artemis Human Capital is pleased to be exclusively partnering with a dynamic & growing financial services & wealth management firm as they seek to appoint a Trainee Financial Planner to their team in a newly created role. If you are working towards/nearly completed or have already achieved your Level 4 Diploma & have good experience already at paraplanner-level, but looking to take that next step up, this is the perfect opportunity for you! Support experienced advisers in delivering personalised, client-focused financial planning & advice. Undertake research, analysis & preparation across investments, pensions, retirement planning & protection. Build & manage strong, long-term client relationships, working closely with advisers & the wider team. Progressively take on greater responsibility, with a clear pathway to Associate Planner, Chartered Financial Planner & beyond! Excellent previous experience working within financial services & wealth management, preferably in a paraplanner-type role. A highly competitive starting salary (negotiable depending on experience). Hybrid & flexible working arrangements. Genuine scope for career progression & professional development. Skills: Trainee Financial Planner Associate Financial Planner Trainee Financial Adviser Paraplanner Financial Planning Wealth Management

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