Personal Financial Advisor Jobs in County Antrim
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Search results - Personal Financial Advisor Jobs in County Antrim
Sumer Northern Ireland-Belfast
career.
About the role
The role will involve:
• Assisting in managing a diverse portfolio of personal tax compliance clients
• Identifying personal tax planning opportunities and assisting in delivering advisory assignments
• Playing a key role...
Belfast
We are looking for a Customer Service Advisor to join a national Customer Contact Team based in a call centre environment in Belfast (BT1)
This role is STARTING 7TH JANUARY 2025
Start your new career within the Banking & Financial services sector...
cv-library.co.uk -
2 similar jobs: Manchester, Newport
3173 Group-Belfast
and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. In this role you will report to the Head of Audit, Risk...
mindmatch.ai -
Belfast
Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
• At least 3 years’ experience in a similar role supporting Independent Financial Advisers (IFAs).
• Commitment to completing STEP exams...
cv-library.co.uk -
Sumer-Belfast
Who is Sumer NI?
As one of the leading accountancy and business advisory practices in Northern Ireland, Sumer NI take pride in a culture of continuous development and training for all of our team.
We are always looking for talented and motivated...
workable.com -
Belfast
will have opportunity to become a partner after a probationary period
As a Accountancy Practice Manager, you will be managing staff, engaging directly with clients, and overseeing a variety of tax, accounting, and advisory responsibilities.
You...
cv-library.co.uk -
Additional Resources Ltd.-Belfast
experience in a similar role supporting Independent Financial Advisers IFAs.
Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
Hold Para-Planning qualification.
Strong IT and communication abilities...
careers4a.com -
Additional Resources Ltd-Belfast
50,000 with OTE up to £55,000.
As a Accountancy Practice Manager, you will be managing staff, engaging directly with clients, and overseeing a variety of tax, accounting, and advisory responsibilities.
You will be responsible for:
• Overseeing...
dwp.gov.uk -
Belfast
Overview:
Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. We are led by practitioners from the industry and the regulatory community who bring deep...
icims.com -
Additional Resources Ltd-Belfast
Financial administrator, Financial PlanningAssistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
• At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
• Commitment...
dwp.gov.uk -
Belfast
compliance, regulatory, and operational challenges.
We provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients.
Founded...
icims.com -
Additional Resources Ltd.-Belfast
with clients, and overseeing a variety of tax, accounting, and advisory responsibilities.
You will be responsible for:
Overseeing and supervising a team of bookkeepers and accounting technicians.
Reviewing colleagues' work, providing constructive...
careers4a.com -
Evelyn Partners-Belfast
that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what...
smartrecruiters.com -
Belfast
provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients.
Founded in 2005, Treliant is headquartered in Washington, DC...
icims.com -
Belfast
advisory and consulting, implementation, staffing and managed services solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients.
Founded in 2005, Treliant is headquartered in Washington, DC, with offices...
icims.com -
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