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Financial Planning Specialist

2 months ago

Central Inverclyde, United Kingdom Bruin Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Bruin Financial in Glasgow. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional paraplanning 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.
  • Stay up-to-date with industry developments and market trends, maintaining a high level of technical knowledge and expertise.
  • Collaborate with our advisory team to deliver high-quality financial planning advice to clients.
  • Work towards or have achieved a Level 4 Diploma in Financial Planning.
What We Offer

As a Financial Planning Specialist at Bruin Financial, you will have the opportunity to develop your career in a dynamic and supportive environment. We offer:

  • A comprehensive training program to help you achieve your career goals.
  • A collaborative and inclusive team culture.
  • The chance to work with a top 10 Wealth Manager in the UK.
Requirements

To be considered for this role, you must have:

  • Experience in providing high-quality paraplanning services.
  • Knowledge of financial planning practices and disciplines, including investments, pensions, and protection.
  • A strong understanding of the financial markets and industry.