Junior Financial Consultant

4 weeks ago


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

Role: Junior Financial Consultant

Location: London

A prestigious financial advisory firm is on the lookout for a motivated individual to join their team as a Junior Financial Consultant. This role is ideal for someone eager to gain experience and support in achieving their professional qualifications, with the goal of becoming a proficient financial consultant within a specified timeframe.

Key Responsibilities:

  • Collaborate with senior financial consultants in a dual capacity of paraplanning and advisory support.
  • Draft comprehensive suitability reports for client assessments.
  • Conduct thorough product research to inform client recommendations.
  • Prepare case files and documentation for client engagements.
  • Compile annual review materials for existing clientele and assist in developing new business opportunities alongside a financial planner.
  • Analyze policy data to facilitate informed advisory services.
  • Observe and learn from client meetings conducted by experienced financial consultants.

Candidate Profile:

Applicants should possess several years of relevant industry experience and have commenced their studies towards a Diploma in Regulated Financial Planning. A solid understanding of various financial advisory software tools, including Intelligent Office, is essential.

This role presents a unique opportunity to become part of a dynamic organization during a phase of expansion, offering significant career advancement potential.



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