Account Executive - Wealth Management

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

Job summary

A boutique firm of Financial Planners in Bradford seeks a motivated Account Executive/Trainee Financial Adviser. The role involves supporting Financial Advisers, preparing client documentation, and working closely with clients. This is a unique chance for significant growth and securing qualifications in the financial advising field.

Qualifications

• Several years of industry experience required.
• Currently studying towards the financial planning diploma.
• Good knowledge of adviser analytical software.

Responsibilities

• Assist Financial Advisers in a hybrid role.
• Write suitability reports and conduct product research.
• Prepare annual review packs and analyze policy information.

Skills

Analytical software knowledge

Paraplanning

Client relationship management

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Bradford

Client: Bruin

Location: Bradford, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

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 include working within the London office of a rapidly growing national firm, performing 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 several years of industry experience, be studying towards 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 meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.