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Junior Financial Advisor

2 months ago


Birmingham, Birmingham, United Kingdom Bruin Full time

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.