Financial Planning Trainee
6 days ago
A leading boutique firm of financial planners is seeking an experienced financial planning administrator/paraplanner to join their team in a trainee financial advisor role.
Key Responsibilities:
- Assist financial advisors in a paraplanning/trainee adviser hybrid role.
- Write suitability reports.
- Prepare annual review packs for existing clients and build new business cases alongside a financial planner.
- Analyze and evaluate policy information for the purposes of providing advice.
- Shadow financial advisors in client meetings.
Requirements:
- A minimum of one year's industry experience.
- Started studying towards a Diploma in Regulated Financial Planning.
- Good knowledge and competency of varying adviser analytical software.
- Experience with Intelligent Office.
About Bruin Financial:
Bruin Financial is an established company at a growth stage with great career development prospects.
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