Wealth Management Associate

Artemis Human Capital; Belfast; Hybrid; GBP 40,000 - 50,000

Job description

A successful investment firm in the centre of Belfast is looking to add aWealth Management Associateto their established finance function. The hiring firm have been established for over 60 years and have a strong presence across the entire island of Ireland. This position provides scope to move into a Wealth Manager role in the future.

This is a newly created role and provides a great opportunity for any newly/recently qualified accountant, or someone from a tax background who looking to work in an established investment firm.

This is a permanent opportunity.

The Benefits:

• £40k – £50k salary
• Bonus scheme
• Hybrid working (3 days in the office and 2 day from home)
• 25 days leave + stats
• Pension
• Benefits allowance is given

The Role:

• Financial planning
• Estate planning
• Implement business development strategies
• Work alongside investors to implement financial plans
• Stay up to date with current tax affairs

The Person:

• Qualified accountant (ACA/ACCA/CIMA)
• Big4 or top practice background
• Enjoys business development and relationship building
• Strong excel skills
• Excellent communication skills

To apply for thisWealth Management Associatejob please apply below or get in touch with Marc Norton at Artemis Human Capital for a confidential discussion.