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Trainee Financial Adviser

2 months ago

Birmingham, Birmingham, United Kingdom Bruin Full time

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:

This is an exciting opportunity to join a rapidly growing national firm in a paraplanning/trainee adviser hybrid role. The successful candidate will be responsible for assisting the financial advisers in a variety of duties, including:

  • Preparing suitability reports and product research
  • Case preparation and analysis
  • Preparing annual review packs for existing clients and building new business cases alongside a financial planner
  • Shadowing financial advisers in client meetings

Requirements:

To be successful in this role, applicants will require a minimum of one year's industry experience and be studying towards their Diploma in Regulated Financial Planning. Additionally, they will need to have a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.

About Bruin Financial:

Bruin Financial is a dynamic and established company with a strong focus on career development and growth. This is an excellent opportunity for an individual to join a successful team and take their career to the next level.