Financial Planning Analyst

Artemis Search & Selection Limited; Belfast; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A reputable financial services firm in Belfast seeks a Financial Planning Analyst to support client reviews, manage portfolios, and prepare financial analyses. This role offers a hybrid working model and career progression opportunities in a supportive environment. Ideal candidates are detail-oriented professionals with financial services experience and strong Excel skills.

Benefits

Salary: £26-30K

Hybrid working & early Friday finish

Career progression & professional development

Positive work-life balance

Qualifications

• Experience working in a financial services/wealth management setting.
• Excellent written and verbal communication skills.
• Highly organized and detail-focused.

Responsibilities

• Supporting Advisers with annual client reviews and strategic financial plans.
• Preparing financial projections and analysis.
• Managing and updating client portfolios and databases.

Skills

Financial Planning

Wealth Management

Client Servicing

Financial Services

Tools

Microsoft Office

Excel

Job description

Overview

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 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. Working closely with Advisers and Paraplanners, you’ll play a key role in delivering accurate, compliant, and client-focused services.

What’s on offer

• Salary: £26–30K
• Hybrid working & early Friday finish
• Genuine scope for career progression & professional development
• Hands-on involvement in client work and portfolio management
• Fantastic company culture that prioritises work/life balance

The role will involve

• Supporting Advisers with annual client reviews and strategic financial plans.
• Preparing financial projections, investment analysis, and client-friendly reports.
• Managing and updating client portfolios and databases.
• Researching financial products to meet client needs.
• Liaising directly with clients and providers in a professional manner.
• Ensuring compliance with FCA regulations and internal processes.

The ideal candidate

• Experience working in a financial services/wealth management setting.
• Strong knowledge of Microsoft Office, particularly Excel.
• Excellent written and verbal communication skills with the ability to explain complex concepts clearly.
• Highly organised, detail-focused, and able to work independently.
• Confident, professional, and client-focused.

This is a fantastic opportunity to join a close-knit firm where you’ll be supported to grow your career while enjoying a positive work-life balance. Contact Beth Gault at Artemis Human Capital for more information or click 'Apply'.

Skills

Financial Planning, Wealth Management, Client Servicing, Financial Services, Financial Planning Analyst