Job Title: Financial Planning Professional
About the Role:
Bruin is seeking a highly skilled and experienced Diploma Qualified Paraplanner to join our team in Birmingham. As a key member of our Wealth Management team, you will play a vital role in supporting our Wealth Planners by conducting high-quality research on financial planning products and services.
Your Key Responsibilities:
* Research and Analysis: Conduct thorough research on financial planning products and services to support recommendations for our clients.
* Cash-Flow Modelling: Accurately calculate cash-flow models to ensure that our recommendations meet our clients' needs.
* Suitability Reports: Prepare comprehensive suitability reports and letters for our Wealth Planners to present to clients.
* Technical Documents: Draft and coordinate technical documents and research for client presentations.
* Industry Knowledge: Maintain up-to-date knowledge of financial markets and industry developments to provide expert advice to our clients.
Requirements and Qualifications:
* A Level 4 Diploma in Financial Planning
* Experience in Financial Planning practices and disciplines
* A strong track record of providing a first-class paraplanning service
About Bruin:
Bruin is a top 10 UK Wealth Manager with a reputation for delivering exceptional service to our clients. We offer a dynamic and supportive work environment, with opportunities for career growth and development.
Salary: £45,000 - £60,000 per annum