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Trainee Financial Adviser

3 months ago

Birmingham, United Kingdom Bruin Full time

Account Executive / Trainee Financial Adviser

Birmingham


A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as an Account Executive / Trainee Financial Adviser.


The firm are looking for an individual who is looking for support to finish their qualifications and move on to becoming a competent adviser within 12-18 months.


The day to day role will mainly involve working within the London office of a rapidly growing national firm carrying out a variety of duties including;

  • Assisting with the work of the Financial Advisers in a paraplanning/trainee adviser hybrid role.
  • Writing suitability reports
  • Product research
  • Case preparation
  • Preparing annual review packs for existing clients and build new business cases alongside a financial planner
  • Analysing and evaluating policy information for the purposes of providing advice.
  • Shadowing the Financial Adviser in client meetings


Those applying for this role will a minimum of a years’ industry experience and have started studying towards their Diploma in Regulated Financial Planning as well as having a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.


This is an exciting opportunity to join an established company at its growth stage with some great career development prospects.


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