Position: Account Executive / Trainee Financial Adviser
Location:
London, United Kingdom
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 the team in London as a Trainee Financial Adviser.
The firm is looking for an individual seeking support to complete their qualifications and become a competent adviser within 12-18 months.
The role involves working in the London office, supporting Financial Advisers in a hybrid paraplanning/trainee adviser role, including:
1. Assisting with adviser work, writing suitability reports, product research, case preparation.
2. Preparing review packs and building new business cases.
3. Analyzing policy information for advice.
4. Shadowing Financial Advisers in client meetings.
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and be familiar with adviser software like Intelligent Office.
This is a great opportunity to join an expanding company with career development prospects.
Interested candidates should submit their CV or contact Jessica Wiggins at BRUIN Financial.
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