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. This exciting new vacancy is with one of Artemis’s long-standing clients, this firm has an excellent reputation with an impressive organic growth story & continued plans for expansion.
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! The Job Working closely with the highly experienced team, your role will primarily focus on the following areas: Support experienced advisers in delivering personalised, client-focused financial planning & advice.
Attend & contribute to client meetings & reviews, developing your confidence & communication skills. 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!
The Candidate To be considered for this unique opportunity, you must possess the following attributes: Level 4 qualified (or soon to be qualified). Excellent previous experience working within financial services & wealth management, preferably in a paraplanner-type role. Ambitious & driven attitude with a willingness to pursue further exams towards becoming a Chartered Planner. Strong communication & organisational skills are non-negotiable.
The ability to work independently, but also collaboratively as part of a wider team. The Benefits Our client has put together a market-leading remuneration package for this individual, which includes: A highly competitive starting salary (negotiable depending on experience). Study support towards any further exams/qualifications. Hybrid & flexible working arrangements. Joining a truly supportive & reputable team.
Genuine scope for career progression & professional development. Early Friday finish time. Enviable client portfolio. For more information about this role, please contact Beth Gault at Artemis Human Capital, or click ‘Apply’. Tagged as: Financial Planning, Paraplanner, Trainee Financial Adviser, Trainee Financial Planner, Wealth Management