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Junior Financial Advisor
2 months ago
Job Summary:
We are seeking a highly motivated and detail-oriented individual to join our team as a Trainee Financial Advisor. As a Trainee Financial Advisor, you will assist our experienced Financial Advisors in a paraplanning/trainee adviser hybrid role, providing administrative support and contributing to the growth of our business.
Key Responsibilities:
- Assist with the work of Financial Advisors, including writing suitability reports, preparing annual review packs, and analyzing policy information.
- Shadow Financial Advisors in client meetings to gain valuable experience and knowledge.
- Contribute to the development of new business cases and assist in the preparation of client presentations.
- Stay up-to-date with industry developments and best practices in financial planning.
Requirements:
- Minimum of one year's industry experience.
- Currently studying towards a Diploma in Regulated Financial Planning.
- Proficient in adviser analytical software and experience with Intelligent Office.
About Us:
Bruin Financial is a rapidly growing national firm of financial planners, dedicated to providing exceptional service to our clients. We offer a dynamic and supportive work environment, with opportunities for career development and growth.