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Financial Planning Specialist

2 months ago

Birmingham, Birmingham, United Kingdom Bruin Full time

Financial Planning Role

**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.

* Stay up-to-date with market developments and industry trends, taking the initiative to maintain technical knowledge and expertise.

* Provide a high-quality paraplanning service, leveraging experience in all Financial Planning practices and disciplines, including Investments, Pensions, and Protection.

* Collaborate with colleagues to deliver exceptional financial planning advice, with opportunities to develop skills and progress to an advisory role with full training and support.

**Requirements:**

* Proven experience in providing a first-class paraplanning service.

* Achieved Level 4 Diploma in Financial Planning.

* Strong technical knowledge and expertise in financial planning products and services.

**About Bruin Financial:**

Bruin Financial is a leading provider of financial planning services, dedicated to delivering exceptional advice and support to our clients. We are committed to fostering a collaborative and supportive work environment, where our team members can grow and develop their skills.