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Financial Planning Trainee

2 months ago

Birmingham, Birmingham, United Kingdom Bruin Full time

About the Role

We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Trainee. As a Trainee Financial Advisor, you will play a key role in supporting our experienced Financial Advisors in providing exceptional client service and delivering high-quality financial planning solutions.

Key Responsibilities

  • Assist with the preparation of suitability reports and product research to support the delivery of financial planning advice.
  • Conduct case preparation and analysis to ensure accurate and comprehensive advice is provided to clients.
  • Prepare annual review packs and build new business cases alongside experienced Financial Advisors.
  • Shadow experienced Financial Advisors in client meetings to develop your skills and knowledge.
  • Develop and maintain a thorough understanding of financial planning software and systems, including Intelligent Office.

About Us

Bruin Financial is a rapidly growing national firm of financial planners, dedicated to providing exceptional client service and delivering high-quality financial planning solutions. We are committed to supporting the development of our team members and providing opportunities for career growth and advancement.

Requirements

  • Minimum of one year's industry experience and a strong understanding of financial planning principles and practices.
  • Currently studying towards a Diploma in Regulated Financial Planning or equivalent qualification.
  • Excellent analytical and problem-solving skills, with the ability to work accurately and efficiently in a fast-paced environment.
  • Strong communication and interpersonal skills, with the ability to build effective relationships with clients and colleagues.