Financial Planning Specialist
4 weeks ago
At Bruin Financial, we are seeking a highly skilled and experienced Paraplanner to join our team in Birmingham. As a key member of our Wealth Management team, you will play a vital role in supporting our Wealth Planners in delivering exceptional financial planning services to our clients.
Key Responsibilities:- Research and Analysis: Conduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
- Cash-Flow Modelling: Undertake accurate calculations and cash-flow modelling to support recommendations.
- Report Preparation: Prepare high-quality suitability reports and letters for our Wealth Planners to provide their recommendations.
- Technical Documentation: Draft and coordinate technical documents and research for client presentations.
- Professional Development: Stay up-to-date with the latest developments and movements in the financial markets and industry, taking initiative to maintain technical knowledge and expertise.
To be successful in this role, you will have a strong background in financial planning practices and disciplines, including investments, pensions, and protection. You must also have achieved your Level 4 Diploma in Financial Planning. If you are a motivated and experienced Paraplanner looking to take your career to the next level, we encourage you to apply.
We offer a supportive and dynamic work environment, with opportunities for professional growth and development. If you are interested in this role, please submit your CV or contact Jessica Wiggins at Bruin Financial.
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