Account Executive - Wealth Management

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

Job summary

A boutique firm in Bristol seeks an experienced Financial Planning Administrator for a Trainee Financial Adviser role. The position offers growth prospects with a focus on supporting Financial Advisers while pursuing relevant qualifications. Join a dynamic team dedicated to professional development.

Qualifications

• Industry experience required.
• Studying towards a relevant diploma.
• Good knowledge of adviser analytical software.

Responsibilities

• Assisting Financial Advisers in a paraplanning/trainee role.
• Writing suitability reports and product research.
• Shadowing Financial Advisers in client meetings.

Skills

Knowledge of adviser analytical software

Financial analysis

Report writing

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Account Executive - Wealth Management, Bristol

Client:

Bruin

Location:

Bristol, 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: Bristol

A boutique firm of Financial Planners is seeking an experienced Financial Planning Administrator / Paraplanner to join their team in Bristol 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 Bristol 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 building new business cases alongside a financial planner.
6. Analyzing and evaluating policy information to provide advice.
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, 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 would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.