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.

  • Full Time
  • Belfast
  • £40,000 - £50,000 GBP / Year
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