Financial Planning Advisor

15 hours ago


Manchester, United Kingdom Bruin Full time

Financial Planning Advisor Opportunity

Bruin Investment Management is seeking a highly skilled Financial Planning Advisor to join our team in Manchester. This is an exciting opportunity to utilize your pension expertise and deliver exceptional client experiences.

Responsibilities

  • Maintain in-depth technical knowledge of SIPP and regulatory changes.
  • Develop deep understanding of clients' needs, expectations, and behaviors to provide tailored solutions and guidance.
  • Serve as an escalation point for SIPP queries, ensuring prompt and effective issue resolution.

Requirements

  • Degree or equivalent combination of training or experience.
  • Relevant pension qualification (RO4 or equivalent).
  • Proven experience working with SIPP and retirement plans.

Compensation and Benefits

As a Financial Planning Advisor at Bruin Investment Management, you will enjoy a competitive salary of up to £50k per annum, plus bonus and benefits package.


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