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Financial Planning Trainee

2 months ago

Birmingham, Birmingham, United Kingdom Bruin Full time
Job Opportunity

A prestigious financial services firm, Bruin Financial, is seeking a highly motivated and detail-oriented individual to join their team as a Financial Planning Trainee.

As a Financial Planning Trainee, you will have the opportunity to work closely with experienced financial planners and gain valuable knowledge and skills in the field of financial planning.

Key Responsibilities:

  • Assist financial planners in preparing suitability reports and product research.
  • Analyze and evaluate policy information to provide advice to clients.
  • Prepare annual review packs for existing clients and build new business cases alongside a financial planner.
  • Shadow financial planners in client meetings to gain hands-on experience.

Requirements:

  • Minimum of one year's industry experience.
  • Currently studying towards the Diploma in Regulated Financial Planning.
  • Good knowledge and competency of adviser analytical software and experience with Intelligent Office.

This is an exciting opportunity to join a growing company with great career development prospects. If you are a motivated and detail-oriented individual looking to start your career in financial planning, please submit your CV for consideration.