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A leading boutique firm is seeking a Trainee Financial Adviser to join their London office. This role offers the chance to develop your career, working alongside seasoned Financial Advisers, assisting in various responsibilities including report writing and case preparation. The firm supports your qualification process, aiming for candidates to become competent advisers within 12-18 months.
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Client: Bruin
Location: Watford, Hertfordshire, United Kingdom
Job Category: Other
EU work permit required: Yes
3
04.06.2025
19.07.2025
Account Executive / Trainee Financial Adviser
London
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 progress to becoming a competent adviser within 12-18 months.
The daily responsibilities will mainly involve working within the London office of a rapidly growing national firm, including:
Applicants should have several years of industry experience, have started studying towards their Diploma in Regulated Financial Planning, and possess good knowledge and competency with adviser analytical software, including Intelligent Office.
This is an exciting opportunity to join an established company at its growth stage with excellent career development prospects.
If you believe you have the required skills and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.