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Junior Financial Consultant

2 months ago

London, Greater London, United Kingdom Bruin Full time
Position Overview

Junior Financial Consultant

We are currently seeking a motivated individual to join our team as a Junior Financial Consultant. This role is ideal for someone who is eager to develop their skills in financial planning and advisory services.

The successful candidate will be part of a dynamic team, contributing to various tasks that support our financial advisers. Key responsibilities include:

  • Collaborating with financial advisers in a dual role of paraplanning and advisory support.
  • Drafting comprehensive suitability reports.
  • Conducting thorough product research.
  • Preparing client cases for review.
  • Compiling annual review documentation for existing clients while assisting in the development of new business opportunities.
  • Evaluating policy information to facilitate informed advice.
  • Observing client meetings alongside experienced financial advisers.

Applicants should possess several years of relevant industry experience and be actively pursuing their Diploma in Regulated Financial Planning. Familiarity with various financial analysis software and experience with Intelligent Office is essential.

This position offers a unique opportunity to grow within a well-established firm that is currently expanding, providing excellent career advancement potential.