Account Executive - Wealth Management

JR United Kingdom; Bolton; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a rapidly growing national firm as an Account Executive / Trainee Financial Adviser in Bolton, UK. This role offers the opportunity to gain experience and qualifications in financial planning while working closely with established financial advisers. You will handle client tasks, prepare reports, and contribute to new business development, setting you on a path toward becoming a qualified adviser within 12-18 months.

Qualifications

• Several years of industry experience.
• Good knowledge of adviser analytical software.
• Begun studying for financial qualifications.

Responsibilities

• Assisting Financial Advisers in a paraplanning/trainee adviser role.
• Writing suitability reports and preparing annual review packs.
• Shadowing the Financial Adviser in client meetings.

Skills

Financial Planning

Analytical Skills

Research

Client Management

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Bolton, Greater Manchester

Client: Bruin

Location: Bolton, Greater Manchester, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 04.06.2025

Expiry Date: 19.07.2025

Job Description:

Position: Account Executive / Trainee Financial Adviser

Location: 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 primarily involve working within 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
• Product research
• Case preparation
• Preparing annual review packs for existing clients and developing new business cases alongside a financial planner
• Analyzing and evaluating policy information to provide advice.
• Shadowing the Financial Adviser in client meetings

Applicants should have several years of industry experience, have begun studying for their Diploma in Regulated Financial Planning, and possess good knowledge of adviser analytical software, including experience with 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.