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Pensions Paraplanner
2 months ago
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 CV or contact us to discuss this opportunity further.
