Job Title: Account Executive / Trainee Financial Adviser
Location:
London
Client:
Bruin
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
04.06.2025
Expiry Date:
19.07.2025
Job Description:
A Boutique firm of Financial Planners is seeking an experienced Financial Planning Administrator / Paraplanner to join their team in London as a Trainee Financial Adviser.
The firm is looking for an individual seeking support to complete their qualifications and progress to a competent adviser within 12-18 months.
The role involves working in the London office of a rapidly growing national firm, carrying out duties such as:
* Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role.
* Writing suitability reports.
* Conducting product research.
* Preparing cases and annual review packs for clients.
* Building new business cases alongside a financial planner.
* Analyzing policy information to provide advice.
* Shadowing the Financial Adviser in client meetings.
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and have good knowledge of adviser analytical software and Intelligent Office.
This is a great opportunity to join an established company at its growth stage with promising career development prospects.
Interested candidates are encouraged to submit their CV or contact Jessica Wiggins at BRUIN Financial.
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