March 22, 2023
East Belfast, United Kingdom
Job Type
Base Salary


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 professional keen to pursue a career in financial planning.


The Job...

Reporting to the client manager, you will work closely with the wider financial planning team & be involved across the following areas:

  • Preparing & assisting with the firm's annual client service reviews.
  • Assisting the team with developing strategic financial plans for clients (to include- financial analysis, projections, investment analysis etc.).
  • Assisting with client portfolio management.
  • Other ad hoc duties as required.


The Benefits Package...

This role is an excellent career opportunity for an ambitious financial services professional. This role offers the following:

  • A competitive starting salary of 20-25K (depending on experience).
  • Excellent scope for career development & progression.
  • Study support towards the Financial Planner Qualification.
  • Fantastic training provided.
  • Hybrid working (2 days WFH after probation).
  • 1pm Friday finish.


The Ideal Candidate...

Our client is looking for an ambitious & driven financial services professional, to be considered for this role you will ideally possess the following:

  • Strong current experience working within a financial planning/financial services role.
  • Excellent communication skills are key for this role.
  • Enthusiasm & a positive working attitude.
  • The ability to show initiative.
  • Strong organisation skills with the ability to work towards deadlines.


To apply for this financial planning analyst job please click on the link below or contact Beth Gault to discuss in the strictest confidence.

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