Wealth jobs in BelfastCrear alertas

Skills: Financial Planning Wealth Management Client Servicing Financial Services Financial Planning Analyst. Artemis Human Capital are delighted to be working with a reputable financial services firm who are seeking to add a Financial Planning Analyst to their growing team. This is an excellent oppo

Skills: FS admin Advisor Support Pension Administrator Life & Protection Administrator. Honeycomb is supporting a Wealth Management company based in East Belfast to recruit for a Financial Services Administrator. The Role The Financial Services Administrator will provide essential administrative and

Executive Assistant - Banking Client Location: London Salary: £38-£45PH We are partnering with a leading banking client to recruit a highly skilled Senior Executive Assistant based in Belfast, to provide exceptional support within their Legal Wealth division. This is an exciting opportunity for an experienced professional to work in a fast-paced, dynamic environment supporting senior leadership. Key Responsibilities • Provide direct support to a senior executive and wider department., • Manage complex calendars, appointments, and high-level meetings., • Coordinate conferences, receptions, and international conference calls., • Prepare and review materials for meetings, including presentations and reports., • Arrange global travel and produce detailed itineraries., • Process and reconcile expense reports and invoices. About You • Proven experience as an Executive Assistant within a large, complex organization-ideally financial services., • Highly proficient in Microsoft Office Suite., • Strong organizational skills with exceptional attention to detail., • Excellent written and verbal communication skills., • Ability to quickly learn and adapt to new systems., • Self-motivated, proactive, and able to manage competing priorities. Apply now for immediate consideration! McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

Join our dedicated AML & KYC function where you will play a key role in onboarding clients and investors and ensuring continuous monitoring of these relationships. You will complete AML/KYC onboarding and periodic reviews carrying out CDD name screening risk assessments source of funds/wealth ch

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills. We are hiring for our client a leading financial planning firm who are seeking a. This is a

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. The Financial Administrator would be recruited to supplement their already established team. Skills: Financial Services Administrator Wealth Management IFA.

VANRATH are delighted to be working with a rapidly expanding international advisory firm to recruit a Financial Services Tax Director for their Belfast office. This is an outstanding opportunity for an experienced tax professional, whether from practice or industry, to join a dynamic and ambitious Financial Services team that is experiencing exceptional growth. Background This position will suit either: A senior tax professional currently working in practice, seeking a step up to Director level with increased client and leadership responsibility. An experienced industry tax specialist, ideally from the banking, asset/wealth management or aviation sectors, who is interested in transitioning into advisory and applying their sector knowledge in a client-facing environment. The Role The successful candidate will lead tax advisory work across a diverse financial services client base, including asset and wealth management, banking, and aviation. What You Will Do Take the lead on a wide range of tax advisory projects across the financial services sector. Provide high-level technical expertise, delivering innovative and commercially focused solutions. Mentor, support and develop a talented and ambitious tax team. Build and maintain strong client relationships, acting as a trusted advisor. Contribute to business development by identifying opportunities and playing a central role in the continued growth of the Belfast FS practice. What's in It for You The chance to join one of the fastest-growing advisory practices in the market. An international client base offering exposure to complex, high-profile projects. Clear career progression opportunities within a global growing platform. Excellent remuneration and Director-level benefits package. A collaborative and supportive culture that values innovation, professional growth and investment in technology. Requirements Chartered Tax Adviser (CTA) or equivalent professional qualification. Extensive experience in a senior tax role, gained either in practice or within industry (banking, asset/wealth management, or aviation). Strong technical knowledge with proven ability to manage complex advisory projects. Leadership and mentoring experience, with the ability to motivate and inspire teams. Commercially focused, with a track record of contributing to business growth. What's the next step? If you think this role may be of interest to you, or you wish to discuss any other senior accountancy jobs in Northern Ireland, please apply via the link below or contact Emma Jayne Bowen at VANRATH or on LinkedIn in the strictest confidence. Why VANRATH will help you secure your next role: Established in 2000, VANRATH has become a market leader in Northern Ireland. This success is a direct result of our dedication to confidentiality, professionalism, and the wealth of knowledge held by our Senior Consultants. VANRATH has a proven record of pairing the best local talent with leading businesses. Skills: tax financial services expansion growth Benefits: Work From Home

Financial Services Administrator / Paraplanner Belfast | Hybrid Are you an experienced Financial Services Administrator/Paraplanner who thrives in a collaborative, client-focused environment? This is a fantastic opportunity to join a highly regarded independent wealth management firm that truly values its people and provides an exceptional level of personal service to its clients. About the Company This long-established, boutique financial planning firm has built its reputation on trust, professionalism, and a genuinely personal approach. With a close-knit team of experts, they offer tailored advice to individuals and businesses alike - helping clients make confident, informed decisions about their financial futures. The Opportunity You'll play a key role in supporting advisers and clients across a wide range of financial planning services. This role offers a great mix of administrative and paraplanning responsibilities, along with opportunities to get involved in cashflow modelling and investment research. It's a perfect fit for someone who enjoys variety, precision, and meaningful work - all within a supportive and flexible environment. Key Responsibilities Provide comprehensive administrative support to financial advisers and the wider team. Assist with client onboarding, annual review packs, and ongoing service requests. Maintain accurate and compliant client records. Liaise directly with clients and providers to ensure a smooth service. Support financial planners with cashflow modelling and investment analysis. What You'll Bring Experience in financial planning administration or paraplanning. Knowledge of cashflow modelling and FE Analytics for investment research. Familiarity with Intelliflo Office (desirable). Strong attention to detail and excellent organisational skills. Confident communicator with a proactive, can-do approach. Proficient in Microsoft Office with strong numerical accuracy. What's on Offer Hybrid working (Belfast-based office). Competitive Salary. A supportive, close-knit team culture. Professional development opportunities. The chance to make a real impact within a respected boutique firm. Skills: Paraplanner cashflow reports admin wealth management

What You Will Do Deliver high-quality advisory work across private client tax matters, with a focus on IHT planning, wealth structuring and succession planning Support and develop relationships with a newly won portfolio of high-net-worth clients, ensuring exceptional client service and trusted advi

The Role: Advising clients on a broad range of private client matters, including wills, trusts, estate and succession planning Working with high-net-worth individuals and families on wealth preservation and asset protection Drafting complex wills and trust documentation Assisting with estate adminis

Skills: financial services administrator financial services admin FS Admin. The Role The Financial Services Administrator will support the Financial Advisors with a range of administrative support. Honeycomb is delighted to partner with a well-known nationwide Wealth Management firm to recruit for a

The Role: Advising clients on a broad range of private client matters, including wills, trusts, estate and succession planning Working with high-net-worth individuals and families on wealth preservation and asset protection Drafting complex wills and trust documentation Assisting with estate adminis

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. As a software engineer you will work closely with other engineers, tech leads, product m

Citi, the leading global bank, has approximately 200 million customer accounts and operates in more than 160 countries.Citi provides a broad range of financial products and services including consumer banking, corporate and investment banking, securities brokerage, transaction services, and wealth m

Lift Service Manager Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below. ORONA is a leading company in the elevation sector worldwide, with more than 57 years of experience installing and providing maintenance and modernisation services for lifts and escalators, of all brands and models, covering all market sectors. With a service coverage of the whole Ireland, the xrnqpay company offers a wealth of market experience and a highly skilled local infrastructur...

A leading global consulting firm in Belfast is seeking a talented Graduate Actuarial Analyst to join their Wealth Actuarial team. The ideal candidate is self-motivated and eager to develop their career in the actuarial industry.

The role involves advising clients on private client matters, including wills and trusts, and building strong client relationships. A well-established corporate law firm in Belfast is seeking a Private Client Solicitor with 2–4 years’ PQE to join its growing team.

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Bettermen

What You Will Do Deliver high-quality advisory work across private client tax matters, with a focus on IHT planning, wealth structuring and succession planning Support and develop relationships with a newly won portfolio of high-net-worth clients, ensuring exceptional client service and trusted advi

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. Our client has been in operation for a number of years and has a very good name in the financial services industry. Skills: Financial Services Administrator Wealth Manageme

Executive Assistant - Banking Client Make sure to apply with all the requested information, as laid out in the job overview below. Location: London Salary: £38-£45PH We are partnering with a leading banking client to recruit a highly skilled Senior Executive Assistant based in Belfast, to provide exceptional support within their Legal Wealth division. xrnqpay This is an exciting opportunity for an experienced professional to work in a fast-paced, dynamic environment supporting senior leadership. Key...

A leader in Wealth Advisory services is looking for a Wealth Paraplanner in Belfast.

Tagged as: Financial Planning, Financial Services, Wealth Management. This is an excellent opportunity for a detail-oriented professional with experience in financial services to join a supportive, progressive environment where you’ll gain exposure across all aspects of financial planning. Prepari

We are currently looking for a talented and ambitious Graduate Actuarial Analyst who is keen to develop their career by joining our UK GSD Wealth Actuarial team based in. If you’re a problem solver, team player, strong communicator and keen to develop a technical career within an actuarial role, w

Graduate Actuarial Analyst – Mercer (GSD Wealth Actuarial – Belfast or Exeter). Graduate Actuarial Analyst – Mercer (GSD Wealth Actuarial – Belfast or Exeter). Experience in technical calculations for actuarial projects.

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for a

The Financial Services Administrator will provide essential administrative and technical support to financial advisers and paraplanners, ensuring efficient service to clients and compliance with regulatory requirements. Honeycomb is supporting a Wealth Management company based in East Belfast to rec

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the b

A reputable financial services provider in Northern Ireland is seeking a Financial Services Administrator to support their Financial Advisor. Responsibilities include managing client files, preparing suitability reports, and general administration duties.

A leading wealth management firm in Belfast seeks an experienced Paraplanner to support Wealth Managers by providing investment and retirement planning solutions.

The role involves supporting Wealth Planners by processing applications and maintaining client databases accurately.

A leading recruitment firm is seeking a Private Client Tax Manager / Assistant Manager in Belfast. This role involves delivering high-quality advisory services for high-net-worth clients, focusing on inheritance tax and wealth planning. Candidates should be CTA / ACA / ACCA / ATT qualified, with exp

Apex Fintech Solutions UK (a PEAK6 company) is a fintech powerhouse enabling seamless ac. At Apex Fintech Solutions, we're transforming the future of digital wealth management by seamlessly connecting financial platforms and simplifying access to financial markets for millions.

Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. The role is a full time and permanent job. Our client has been in operation for a number of years and has a very good name in the financial services industry. The Financial Administrator would be recruited to supplement their already established team. Job Description • Provide administration support to the Financial Advisor * Organising client files for meetings, preparation of valuations and product research * Submission of new business applications, monitoring through to completion * Accurate inputting onto systems. * Maintaining and ensuring completeness of client files for compliance purposes * Prepare draft suitability reports for clients * Liaising with clients and professional bodies * Managing/updating business pipeline and all client files * Organising appointment diary and advisor meetings * General Administration Duties * Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Previous experience: • 100% Must have experience of working within a financial advisor practice * Knowledge of investments, pensions and protection products preferred * Applicants must be proficient with the Microsoft Office Suite and have strong clerical skills. * Must be educated to GCSE standard to include English and Maths PLEASE NOTE THAT APPLICANTS NEED TO HAVE WORKED IN A FSA ROLE IN WEALTH MANAGEMENT PREVIOUSLY ! Salary will be decided after interview based on experience Please send CV to Colleen Farquharson via the apply link or call 02890 881100 for a confidential chat Brook Street NMR is acting as an Employment Agency in relation to this vacancy. TPBN1_UKTJ

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisors Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy. TPBN1_UKTJ

Executive Assistant - Banking Client Location: London Salary: £38-£45PH We are partnering with a leading banking client to recruit a highly skilled Senior Executive Assistant based in Belfast, to provide exceptional support within their Legal Wealth division. This is an exciting opportunity for an experienced professional to work in a fast-paced, dynamic environment supporting senior leadership. Key Responsibilities Provide direct support to a senior executive and wider department. Manage complex calendars, appointments, and high-level meetings. Coordinate conferences, receptions, and international conference calls. Prepare and review materials for meetings, including presentations and reports. Arrange global travel and produce detailed itineraries. Process and reconcile expense reports and invoices. About You Proven experience as an Executive Assistant within a large, complex organization-ideally financial services. Highly proficient in Microsoft Office Suite. Strong organizational skills with exceptional attention to detail. Excellent written and verbal communication skills. Ability to quickly learn and adapt to new systems. Self-motivated, proactive, and able to manage competing priorities. Apply now for immediate consideration! McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds. TPBN1_UKTJ

Connect prospective investors with the Sustainable Wealth Group partnerships team. You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?.

Are you exploring a flexible way to create additional income alongside your existing commitments?.Due to continued growth, we are expanding and looking for motivated individuals who want more flexibility than a traditional employed role.This opportunity is suited to people who are comfortable workin

Connect prospective investors with the Sustainable Wealth Group partnerships team. You have a background in Wealth Management, Private Banking, Capital Raising, or Investment Brokerage. Why Partner With Sustainable Wealth Group?.

Head of Wealth PropositionAbout the RoleWe have an exciting opportunity for a commercial and innovative individual to join us as our Head of Wealth Proposition in the LV= Wealth team. Lead an effective risk and governance oversight of all open and closed wealth propositions by systematically making

Location: Stamford, Lincolnshire (Hybrid Working Available)Job Type: Full-time, PermanentSector: Financial Planning / Wealth Management / IFATHE ROLE PARAPLANNERProducing comprehensive suitability reports and financial planning documentationConducting technical research across pensions, investments

Our clients Private Client (Wealth) Planning team is recognised as a top-tier department.

We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. AMS Europe Team Lead Wealth & Front - Edinburgh Company DescriptionFounded

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team.

Ideally, you have been working for an IFA or in a Wealth Management environment for a number of years, and you have good demonstrable financial services knowledge and experience. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of I

Work is both domestic and international and will include considerable interesting trusts, tax and general wealth management matters for a HNW client base. Having recently taken over a media firm, they have inherited some interesting and glamorous names in the media and music business, all of whom ha

A wealth management firm based in the United Kingdom is seeking an experienced Paraplanner to join their team on a full-time basis.

Successful candidates will have a strong background in wealth management and a passion for sustainable investments.