Financial Planning Specialist

3 weeks ago

Birmingham, Birmingham, United Kingdom Bruin Full time
About the Role

We are seeking a highly skilled and experienced Paraplanner to join our team at BRUIN Financial. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing high-quality advice to our clients.

Key Responsibilities
  • Conduct thorough research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
  • Maintain up-to-date knowledge and expertise in the financial markets and industry, taking the initiative to stay informed about developments and trends.
  • Support financial planners in preparing and presenting complex financial planning advice to clients.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Collaborate with the team to achieve business objectives and contribute to the growth and success of BRUIN Financial.
Requirements
  • Proven experience as a Paraplanner, with a strong background in financial planning and a track record of delivering high-quality results.
  • Hold a Level 4 Diploma in Financial Planning or equivalent qualification.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and provide insightful recommendations.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
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 environment. We offer a competitive salary and benefits package, as well as opportunities for career growth and professional development.

If you are a motivated and experienced Paraplanner looking for a new challenge, we encourage you to apply for this exciting opportunity.

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