Trainee Financial Adviser
5 days ago
Job Summary:
Bruin Financial, a leading boutique firm of financial planners, is seeking an experienced Financial Planning Administrator/Paraplanner to join their team as an Account Executive/Trainee Financial Adviser.
About the Role:
This is an exciting opportunity to join a rapidly growing national firm in a paraplanning/trainee adviser hybrid role. The successful candidate will assist with the work of the financial advisers, including writing suitability reports, product research, case preparation, and preparing annual review packs for existing clients.
Key Responsibilities:
- Assist with the work of the financial advisers in a paraplanning/trainee adviser hybrid role.
- Write suitability reports and conduct product research.
- 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 the financial adviser in client meetings.
Requirements:
The ideal candidate will have a minimum of one year's industry experience and be studying towards their Diploma in Regulated Financial Planning. They will also have a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.
About Bruin Financial:
Bruin Financial is a dynamic and established company with a strong focus on career development. This is an excellent opportunity for a motivated individual to join a growing team and take their career to the next level.
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