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Senior Financial Planning Specialist

1 month ago

Birmingham, Birmingham, United Kingdom Bruin Full time

Role Overview

We are seeking a highly skilled Senior Paraplanner to support our Wealth Planners in delivering high-quality financial planning services to our clients.

As a Senior Paraplanner, you will be responsible for conducting thorough research on a range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.

You will prepare client-centric suitability reports and other documentation, adhering to our company's processes and compliance framework.

Additionally, you will provide guidance and support to less experienced paraplanners, contribute to process improvements, and participate in coaching and training of junior team members.

The ideal candidate will have significant experience in paraplanning within a financial planning company and be working towards or have obtained Chartered status.

This is an excellent opportunity to join a well-established and friendly team that is currently undergoing a growth phase, offering scope for career progression and development.