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Financial Planning Specialist

2 months ago

Glasgow, Glasgow City, United Kingdom Bruin Full time
Job Description

Company: Bruin Financial

Job Title: DB Paraplanner

Job Summary:

We are seeking a highly skilled and experienced Paraplanner to join our team in Glasgow. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing high-quality financial planning services to our clients.

Key Responsibilities:

  • Conduct thorough research on a wide range of financial planning products and services, including pensions, life insurance, tax planning, and investment management.
  • Undertake accurate calculations and cash-flow modeling to support recommendations.
  • Stay up-to-date with industry developments and market movements, maintaining technical knowledge and expertise.
  • Work closely with financial advisors to provide first-class paraplanning services, including experience in investments, pensions, and protection.
  • Contribute to the growth and development of our team, with opportunities for career advancement and professional development.

Requirements:

  • Proven experience as a Paraplanner, with a strong track record of providing high-quality financial planning services.
  • Excellent technical knowledge and expertise in financial planning, including investments, pensions, and protection.
  • Strong research and analytical skills, with the ability to conduct thorough research and provide accurate calculations and cash-flow modeling.
  • Excellent communication and interpersonal skills, with the ability to work closely with financial advisors and other stakeholders.
  • Ability to work in a fast-paced environment, with a strong attention to detail and ability to meet deadlines.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for career advancement and professional development.
  • A dynamic and supportive work environment.
  • The chance to work with a leading financial services company.