Personal Financial Planner Jobs in County Antrim
1 - 15 of 17
Search results - Personal Financial Planner 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
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
networking, and cultivating strong relationships with other professionals. This is a client-facing role with opportunities to advise a diverse range of sectors, offering scope for both strategic VAT planning and hands-on compliance work.
Key Responsibilities...
workable.com -
Belfast
knowledge and experience in financial planning products.
Excellent knowledge of retail investment, savings, pension and protection products.
Highly developed analytic, observational, written and verbal communication skills.
Strong understanding of industry...
cv-library.co.uk -
Evelyn Partners-Belfast
What the role entails:
• To build and develop trusted relationships with current and potential clients.
• To be responsible for delivering financial planning and wealth management advice.
• To work within the context of an agreed business plan...
smartrecruiters.com -
Brook Street-Belfast
technical knowledge and experience in financial planning products.
• Excellent knowledge of retail investment, savings, pension and protection products.
• Highly developed analytic, observational, written and verbal communication skills.
• Strong...
Belfast
financial services. We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges.
We...
icims.com -
Belfast
communication.
• Ensuring compliance with Payroll, VAT, and other regular financial submissions.
• Providing tax advice, planning, and preparing annual tax returns.
What we are looking for:
• Previously worked as a Practice Manager, Client Manager...
cv-library.co.uk -
Leonardo Hotels-Belfast
expectations.
Some of the perks you could enjoy include:
• Head of Department bonus scheme: based on our financial and your personal performances
• Enhanced pension plan
• Special rates on Leonardo Hotel rooms across the UK Europe: get planning that city break...
surfingwave.app -
Additional Resources Ltd.-Belfast
Paraplanner, Financial administrator, Financial Planning, Assistant, Administrator, Financial, IFAAn exciting opportunity has arisen for a Paraplanner with 3 years' experience in a similar role to join a thriving and forward-thinking accountancy...
careers4a.com -
Additional Resources Ltd-Belfast
VAT, and other regular financial submissions.
• Providing tax advice, planning, and preparing annual tax returns.
What we are looking for:
• Previously worked as a Practice Manager, Client Manager, Accounts Manager, Audit & Accounts Manager...
dwp.gov.uk -
Frasers Group-Belfast
and motivational skills
• Excellent communication, planning and organisational skills
• Excellent analytical skills, the ability to interpret financial and sales data
• A high level of brand awareness and product knowledge
• An awareness of the local area...
smartrecruiters.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 -
Additional Resources Ltd.-Belfast
feedback and guidance.
Handle daily interactions with clients and HMRC, ensuring effective communication.
Ensuring compliance with Payroll, VAT, and other regular financial submissions.
Providing tax advice, planning, and preparing annual tax...
careers4a.com -
RPS Group Limited-Belfast
Project Management of landfill remediation projects
Preparing technical and progress reports; Attending client and design team meetings; Preparing presentations; Managing financial budgets of job tasks.
Liaising with other members of the Waste and Resource...
dwp.gov.uk -
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