Account Executive - Wealth Management

JR United Kingdom; Brighton; On-site; GBP 30,000 - 45,000; Full time

Job summary

A boutique firm of Financial Planners is seeking an Account Executive / Trainee Financial Adviser in Brighton. This role offers an excellent opportunity for career development as you work closely with experienced advisers while preparing to enhance your qualifications in the financial planning sector.

Qualifications

• Several years of industry experience required.
• Studying or completed Diploma in Regulated Financial Planning.
• Good knowledge of various adviser analytical software.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Conduct product research and prepare case documentation.
• Shadow the Financial Adviser during client meetings.

Skills

Analyzing and evaluating policy information

Knowledge of adviser analytical software

Writing suitability reports

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Brighton

Client: Bruin

Location: Brighton, 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 who is seeking support to complete their qualifications and become a competent adviser within 12-18 months.

The daily responsibilities will primarily involve working within the London office of a rapidly growing national firm, performing duties such as:

• Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
• Writing suitability reports
• Conducting product research
• Preparing case documentation
• 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 during client meetings

Applicants should have several years of industry experience, be studying towards their Diploma in Regulated Financial Planning, and possess good knowledge of various 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.