Financial Planning Trainee

7 days 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 and success of our company.

Key Responsibilities:

  • Assist with the work of the Financial Advisors, including writing suitability reports, preparing annual review packs, and analyzing policy information.
  • Shadow the 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.
  • Collaborate with the Financial Advisors to provide exceptional client service and support.

Requirements:

  • Minimum of one year's industry experience and studying towards a Diploma in Regulated Financial Planning.
  • Good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

About Us:

Bruin Financial is a rapidly growing national firm of financial planners, dedicated to providing exceptional financial advice and support to our clients. We are committed to delivering outstanding results and creating a positive work environment for our team members.



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