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Financial Planning Assistant

2 months ago

Birmingham, Birmingham, United Kingdom Bruin Full time
Financial Planning Administrator / Paraplanner

Bruin Financial is seeking a skilled Financial Planning Administrator / Paraplanner to join their team in London as an Account Executive / Trainee Financial Adviser.

The ideal candidate will have a minimum of a 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.

Key Responsibilities:
  • Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
  • Write suitability reports and product research.
  • Prepare annual review packs for existing clients and build new business cases alongside a financial planner.
  • Analyse and evaluate policy information for the purposes of providing advice.
  • Shadow Financial Advisers in client meetings.

This is an exciting opportunity to join a rapidly growing national firm with great career development prospects.

Bruin Financial is committed to supporting their employees in achieving their qualifications and becoming competent advisers within 12-18 months.