Financial Planning Analyst

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. Interviews will be held on 22nd November. 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: This role is an excellent career opportunity for an ambitious individual eager to carve out a career within financial services. A competitive starting salary of c£25K (depending on experience) Excellent scope for career development & progression Study support towards obtaining certificate in financial planning Fantastic training provided Hybrid working (2 days WFH after probation) 1pm Friday finish The Ideal Candidate: Graduate with a degree in Finance, Investments, Accountancy or similar Excellent communication skills 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 Laura Haggan to discuss in the strictest confidence. Skills: Financial Services Financial Planning Financial Planning Analyst Financial Advisory

Location: Belfast, GB

Posted Date: 11/26/2024