Financial Planning Specialist

6 days ago

Birmingham, Birmingham, United Kingdom Bruin Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at BRUIN Financial. As a key member of our paraplanning team, you will play a vital role in delivering high-quality research and analysis to support our financial planning services.

Key Responsibilities:

  • Conduct in-depth research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
  • Maintain and develop technical knowledge and expertise, staying up-to-date with industry developments and market trends.
  • Collaborate with our financial planning team to deliver exceptional client service and support.
  • Contribute to the development of our financial planning services, identifying opportunities for growth and improvement.

Requirements:

  • Proven experience in financial planning, with a strong understanding of pensions, investments, and protection.
  • Hold a Level 4 Diploma in Financial Planning or equivalent qualification.
  • Excellent analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Strong attention to detail and ability to work accurately in a fast-paced environment.

What We Offer:

As a Financial Planning Specialist at BRUIN Financial, you will have the opportunity to develop your skills and expertise in a dynamic and supportive team environment. We offer a competitive salary and benefits package, as well as opportunities for career progression and professional development.

How to Apply:

If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your CV or contact Jessica Wiggins at BRUIN Financial to discuss this exciting opportunity further.

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