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Reference: 19924


Belfast, County Antrim



Job Type


Date Posted

03 October, 2022

Established in 1985, my client is one of the largest locally owned financial planning practices in Northern Ireland and they continue to grow.

The Job:



  • Personal development budget – to cover all your training, learning and development costs
  • Access to the company Pension Scheme
  • Company Income Protection Scheme
  • Company Private Medical Scheme
  • Company Death in Service Scheme
  • Access to our Health & Wellbeing aids
  • You will work in the office initially for training purposes with the move to a more hybrid model of working once training is complete.
  • A tiered salary structure – based on your own role, qualifications and experience.
  • Team-building events
  • Annual leave lottery

Day to day responsibilities will include:

  • Work directly with a team of financial advisors
  • Identify and utilise the research and analysis of financial products to meet client requirement
  • Identify areas for planning
  • Undertake research by researching Product Providers and Products on the market available to suit the clients’ needs

The Person

  • 5 GCSE’s to include at least a C in English and Maths or equivalent
  • Certificate in Financial Planning or equivalent
  • Completed Diploma in Financial Planning / Certificate in Paraplanning or on course to complete within the next 12 months
  • At least 4 years’ experience within an IFA environment


  • Contact Siobhan from Abacus Careers, or apply below with your up to date CV. 

Next Steps:
Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.
The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are experienced and/or professionally qualified we can support your job search.
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