Financial Planning Analyst

Artemis Human Capital; Belfast; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A reputable financial services firm in Belfast is seeking a Financial Planning Analyst to support Advisers in client reviews and financial planning. This role offers a hybrid working environment, genuine career progression opportunities, and a positive work culture that prioritizes work/life balance. The ideal candidate has experience in financial services and strong Excel skills.

Benefits

Salary: £26–30K

Hybrid working & early Friday finish

Career progression & professional development

Hands-on involvement in client work

Great company culture

Qualifications

• Experience in financial services is essential.
• Proficient in Microsoft Excel is required.
• Strong communication skills to explain complex concepts.

Responsibilities

• Support Advisers with annual client reviews.
• Prepare financial projections and client reports.
• Manage and update client portfolios and databases.
• Research financial products to meet client needs.
• Liaise with clients and providers professionally.
• Ensure compliance with FCA regulations.

Skills

Experience working in a financial services/wealth management setting

Strong knowledge of Microsoft Office, particularly Excel

Excellent written and verbal communication skills

Highly organised and detail-focused

Confident and client-focused

Job description

Artemis Human Capital are delighted to be working with a reputable financial services firm who are seeking to add aFinancial Planning Analystto 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’.

Tagged as: Financial Planning, Financial Services, Wealth Management