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Wealth Management Professional

2 months ago

Glasgow, Glasgow City, United Kingdom Bruin Full time

Job Summary:

We are seeking a highly skilled and experienced Paraplanner to join our team at Bruin Financial. As a key member of our Wealth Management team, you will be responsible for providing high-quality research and support to our financial planners.

Key Responsibilities:

  • Conduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
  • Develop and maintain technical knowledge and expertise, staying up-to-date on industry developments and market trends.
  • Collaborate with financial planners to provide exceptional client service and support.
  • Work towards or have achieved a Level 4 Diploma in Financial Planning.

Requirements:

  • Proven experience in financial planning, with a strong understanding of pensions, investments, and protection.
  • Excellent research and analytical skills, with the ability to interpret complex data and information.
  • Strong communication and interpersonal skills, with the ability to work effectively with colleagues and clients.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.

What We Offer:

As a Paraplanner at Bruin Financial, you will have the opportunity to develop your skills and expertise in a dynamic and supportive team environment. We offer a competitive salary and benefits package, as well as opportunities for career growth and professional development.

Apply Now:

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application to us. We look forward to hearing from you