Financial Planning Specialist
1 week ago
At Bruin Financial, we are seeking a highly skilled and experienced Paraplanner to support our Wealth Planners in Birmingham. As a key member of our team, you will play a vital role in delivering exceptional financial planning services to our clients.
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.
- Perform accurate calculations and cash-flow modeling to support recommendations.
- Prepare comprehensive suitability reports and letters for Wealth Planners to provide their recommendations.
- Develop and coordinate technical documents and research for client presentations.
- Stay up-to-date with industry developments and advancements in financial markets.
Requirements:
- Proven experience in providing high-quality paraplanning services.
- Strong knowledge of financial planning practices and disciplines, including investments, pensions, and protection.
- Level 4 Diploma in Financial Planning qualification.
- Potential for career development into an advisory role with full training and support.
We are committed to providing a supportive and collaborative work environment that allows our team members to grow and develop their skills. If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your CV or contact Jessica Wiggins at Bruin Financial.
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