Wealth Management Associate

A successful investment firm in the centre of Belfast is looking to add a Wealth Management Associate to their established finance function. The hiring firm have been established for over 60 years and have a strong presence across the entire island of Ireland. This position provides scope to move into a Wealth Manager role in the future.

This is a newly created role and provides a great opportunity for any newly/recently qualified accountant, or someone from a tax background who looking to work in an established investment firm.

This is a permanent opportunity.

The Benefits:

• £40k – £50k salary
• Bonus scheme
• Hybrid working (3 days in the office and 2 day from home)
• 25 days leave + stats
• Pension
• Benefits allowance is given

The Role:

• Financial planning
• Estate planning
• Implement business development strategies
• Work alongside investors to implement financial plans
• Stay up to date with current tax affairs

The Person:

• Qualified accountant (ACA/ACCA/CIMA)
• Big4 or top practice background
• Enjoys business development and relationship building
• Strong excel skills
• Excellent communication skills

To apply for this Wealth Management Associate job please apply below or get in touch with Marc Norton at Artemis Human Capital for a confidential discussion.