Job Opportunity at Bruin Financial

About the Role

We are seeking a highly skilled Paraplanner to join our team at Bruin Financial, a leading Wealth Management company in the UK. As a Paraplanner, you will play a crucial role in supporting our Wealth Planners in providing high-quality 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.

Undertake accurate calculations and cash-flow modelling to support recommendations and ensure the best possible outcomes for our clients.

Prepare high-quality suitability reports and letters for our Wealth Planners to provide their recommendations to clients.

Draft and coordinate technical documents and research for client presentations, ensuring that all information is accurate and up-to-date.

Take initiative to maintain technical knowledge and expertise, staying up-to-date on developments and movements in the financial markets and industry.

Requirements

• Experience

You will have experience in providing a first-class paraplanning service, with a strong understanding of all Financial Planning practices and disciplines, including Investments, Pensions, and Protection.

You will be working towards or have achieved your Level 4 Diploma in Financial Planning.

Opportunities for Growth

This role offers the potential to move into an advisory role, with full training and support, for those who wish to develop their career in that direction.