Financial Planning Assistant
21 hours ago
Are you looking for a challenging role in wealth management? Bruin Financial is seeking a skilled Paraplanning Professional to join their team in Nottingham.
This position involves providing support to financial advisers and planners, facilitating the processing of new and existing business. Daily tasks include:
- Analyzing client goals and needs to develop solutions for advisors to present to clients.
- Creating comprehensive financial plans and analytical reports under the supervision of senior team members.
- Guiding junior team members and supporting senior colleagues to ensure timely completion of tasks to a high standard.
- Assisting with client interactions and developing an understanding of client management and advice processes.
- Contributing to delivering excellent client service under the guidance of financial advisers and planners.
To be considered, you should have experience in financial planning practices and disciplines, including investments, pensions, and protection. A Level 4 Diploma in Financial Planning is also required.
The successful candidate will receive a competitive salary of around £30,000 - £40,000 per annum, depending on experience.
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Financial Planning Assistant
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