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Trainee Financial Advisor
2 months ago
Job Summary
Bruin Financial, a leading boutique firm of financial planners, is seeking a highly motivated and experienced Financial Planning Administrator/Paraplanner to join their team as an Account Executive/Trainee Financial Adviser.
About the Role
The ideal candidate will have a minimum of one year's industry experience and be studying towards their Diploma in Regulated Financial Planning. They will have a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.
Key Responsibilities
- Assist financial advisers in a paraplanning/trainee adviser hybrid role, providing administrative support and conducting research.
- Write suitability reports and product research, analyzing and evaluating policy information to provide advice.
- Prepare annual review packs for existing clients and build new business cases alongside a financial planner.
- Shadow financial advisers in client meetings, gaining valuable experience and insight.
What We Offer
Bruin Financial offers a dynamic and supportive work environment, with opportunities for career development and growth. As a member of our team, you will have the chance to work with a rapidly growing national firm, contributing to the success of our clients and the company.
