Financial Planning Specialist

5 days ago


Central Inverclyde, United Kingdom Bruin Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Bruin Financial in Glasgow. As a key member of our Wealth Management team, you will play a crucial role in providing exceptional paraplanning services to our clients.

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.
  • Stay up-to-date with industry developments and market trends, maintaining a high level of technical knowledge and expertise.
  • Collaborate with our advisory team to deliver high-quality financial planning advice to clients.
  • Work closely with our clients to understand their financial goals and objectives, providing tailored solutions to meet their needs.
  • Contribute to the development of our Wealth Management 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 communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. If you are a motivated and experienced financial planning professional looking to join a dynamic and growing team, we encourage you to apply.



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