Wealth Management Associate
Join a leading investment firm in Belfast and take the first step towards a successful career in wealth management.
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The Opportunity
This newly created role offers a unique chance for accountants or tax professionals to transition into a wealth manager position. Our established finance function provides a solid foundation for growth and development.
The Role
* Develop and implement financial plans for investors
* Stay up-to-date with current tax affairs and regulations
* Collaborate with investors to achieve their financial goals
The Ideal Candidate
* Qualified accountant (ACA/ACCA/CIMA) with experience in big4 or top practices
* Strong business development and relationship-building skills
* Excellent communication and excel skills
What We Offer
* Competitive salary: £40k - £50k
* Bonus scheme and hybrid working arrangement
* 25 days leave + stats and pension benefits