BRUIN Financial

Ref: 25084

Financial Planning Support – 20k + Benefits

An exciting opportunity has arisen to join a leading Financial Services Organisation in Blackpool. The Financial Services Organisation is seeking a Financial Planning Support to join on a full time permanent basis.

You will provide support to the Financial Planning team and work effectively with the Client Liaison team by ensuring that all queries are dealt with in a timely and efficient manner. Demonstrating a proactive approach and taking responsibility to ensure that the resolutions of issues are seen through to the end.


  • Reviewing and amending static client data
  • Supporting the Model Portfolio Services (MPS) team, as and when required
  • Reviewing the MPS client database and ensuring ISA entitlement are processed where applicable, in line with regulatory requirements
  • Entering and completing payment requests, including internal transfers, through liaison with internal and external parties
  • Liaising with external and internal financial planners, clients and providers
  • Providing ad-hoc reporting to clients and providers


  • Proficient in Word, Excel and Outlook
  • High level of accuracy/attention to detail
  • Good organisational skills

If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.

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