Account Executive - Wealth Management

JR United Kingdom; Bournemouth; On-site; GBP 25,000 - 30,000; Full time

Job summary

A boutique firm of Financial Planners seeks a Trainee Financial Adviser for its Bournemouth office. This role offers the chance to support experienced Financial Advisers, complete professional qualifications, and gain extensive industry experience. It promises significant career development within a growing firm.

Qualifications

• Industry experience preferred.
• Studying towards a Diploma in Regulated Financial Planning.
• Knowledge of adviser analytical software is essential.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Write suitability reports and conduct product research.
• Analyze policy information for advice provision.

Skills

Adviser analytical software

Financial Planning

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Bournemouth

Client: Bruin

Location: Bournemouth, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

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 role involves working within the London office of a rapidly growing national firm, carrying out duties such as:

1. Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
2. Writing suitability reports.
3. Product research.
4. Case preparation.
5. Preparing annual review packs for existing clients and developing new business cases alongside a financial planner.
6. Analyzing and evaluating policy information for advice provision.
7. 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, particularly Intelligent Office.

This is an excellent opportunity to join an established company at its growth stage with promising career prospects.

If interested, please submit your CV or contact Jessica Wiggins at BRUIN Financial.