Senior Wealth Planner

4 weeks ago


Birmingham, Birmingham, United Kingdom Bruin Full time

Bruin Financial is a top 10 Wealth Manager in the UK. The company has recently experienced significant growth and acquisitions, leading to the need for a Senior Paraplanner to join their team in Birmingham.

The ideal candidate will be responsible for supporting Wealth Planners by conducting high-quality research on a range of financial planning products and services, including pensions, life insurance, tax planning, and investment management. This will involve providing guidance and support to less experienced paraplanners, as well as contributing to process improvements and coaching junior team members.

The successful candidate will have a strong background in paraplanning within a financial planning company and be working towards or have already obtained Chartered status. They will be able to demonstrate a high level of expertise in financial planning and be able to communicate complex ideas effectively.

Key Responsibilities:
• Conduct high-quality research on financial planning products and services
• Provide guidance and support to junior paraplanners
• Contribute to process improvements and coaching of junior team members
• Work towards or have already obtained Chartered status

About Bruin Financial:
Bruin Financial is a well-established and friendly team that is currently undergoing a growth phase. The company offers a great opportunity for career progression and development.



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