Senior Paraplanning Professional

1 week ago


Birmingham, Birmingham, United Kingdom Bruin Full time

Job Description:

We are seeking a skilled Paraplanner to support our Wealth Planners in Birmingham. The successful candidate will be a Diploma Qualified Paraplanner with experience in Financial Planning practices and disciplines.

Responsibilities:

  • Conduct in-depth research on financial planning products and services, including pensions, life insurance, tax planning, and investment management.
  • Prepare high-quality suitability reports and letters for Wealth Planners to provide recommendations.
  • Undertake accurate calculations and cash-flow modelling to support recommendations.
  • Draft and coordinate technical documents and research for client presentations.
  • Maintain technical knowledge and expertise by staying updated on financial market developments and industry movements.

Requirements:

  • Level 4 Diploma in Financial Planning.
  • Experience in Financial Planning practices and disciplines, including Investments, Pensions, and Protection.
  • Ability to work accurately and efficiently in a fast-paced environment.

With full training and support, there is potential to move into an advisory role. If you have the skills and experience required, please submit your CV or contact us at BRUIN Financial for further information.



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