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Aspiring Financial Planner — Study

Remote / Online - Candidates ideally in
Belfast, County Antrim, BT1, Northern Ireland, UK
Listing for: Optimum Path Ltd
Full Time, Remote/Work from Home position
Listed on 2026-10-08
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 35000 - 55000 GBP Yearly GBP 35000.00 55000.00 YEAR
Job Description & How to Apply Below

Optimum Path Financial Planning Limited is seeking an entry-level Financial Planner support role designed to train you toward a fully qualified Financial Planner. No extensive prior experience required; the role suits someone starting their financial planning career.

You will support our Financial Planners and Paraplanners across the advice process: gathering client data, researching products, building and stress-testing lifetime cashflow models, and contributing to suitability reports, under a

Consider building your career as a Aspiring Financial Planner — Hybrid Role with Study Support at Optimum Path Ltd.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Aspiring Financial Planner — Hybrid Role with Study Support role in the description above.

We appreciate your interest in this position.

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