Financial Planning Specialist
1 month ago
We are seeking a skilled Paraplanner to join our team at Bruin Financial. As a Paraplanner, you will play a crucial role in providing high-quality research and support to our financial planning services.
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.
- Maintain technical knowledge and expertise by staying up-to-date with industry developments and market movements.
- Provide exceptional paraplanning services, leveraging your experience in financial planning practices and disciplines, including investments, pensions, and protection.
- Collaborate with our team to deliver first-class financial planning advice and support.
Requirements:
- Level 4 Diploma in Financial Planning
- Proven experience in paraplanning and financial planning services
- Strong technical knowledge and expertise in financial planning products and services
- Excellent research and analytical skills
Opportunities for Growth:
We offer opportunities for career development and growth, including the potential to move into an advisory role with full training and support.
If you are a motivated and experienced Paraplanner looking to join a dynamic team, please submit your CV or contact Jessica Wiggins at Bruin Financial.
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