Vacancy
City

Vacancy • Financial Planning Administrator - Belfast

New,
2026-02-15 2026-02-15
Jobs • Belfast
£ 30000 per annum
Company: Artemis Search & Selection Limited
Location:
Northern Ireland
Artemis Human Capital are pleased to be exclusively partnering with a dynamic & growing IFA. This is a newly created position with the team due to continued business success & growth. This is an exciting & career defining opportunity for a junior financial planning professional to join a reputable & experienced local team, this role will provide genuine opportunity for progression & development, as well as offering an enhanced benefits package to the successful candidate.The Job...Working closely with the firm's financial planning & client servicing teams, you will be involved across the following areas:Supporting the advice & paraplanning teams in providing clients with their strategic financial plans, providing financial & investment analysis & projections, and tax & estate planning & contingency advice.Supporting the team in client portfolio management & processing on the firm's investment platforms.Undertake administrative responsibilities including- excel analysis, database updating, file scanning etc.The Ideal Candidate...To be considered for this opportunity, you will ideally possess the following attributes:A minimum of 1 years' experience working within an IFA or relevant work environment.Degree in Finance or Investment Management (or another related subject).Strong working knowledge of Microsoft Office packages.Excellent communication & organisational skills.Passionate about pursuing a career within financial planning.Benefits & Remuneration...Our client has put together an excellent & highly-competitive package for the successful candidate, this includes:A market leading salary of up to £30,000 per annum (DOE).Hybrid & flexible working model.Early Friday finish time.Enhanced wider benefits package, which includes enhanced parental leave & enhanced employer pension contribution.Fantastic company culture.Study support for any relevant exams or qualification you may wish to pursue (or are currently pursuing).Genuine scope for career progression & professional development.For more information about this exciting opportunity, contact Beth Gault at Artemis Human Capital, or alternatively click 'Apply'.Skills:Financial Planning Financial Services IFA
Updated: 16 February 2026


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