Account Executive - Wealth Management

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

Job summary

A growing financial planning firm is seeking an Account Executive/Trainee Financial Adviser in Cardiff to assist advisers and progress toward full qualifications. This role offers substantial career development opportunities and the chance to work closely with experienced professionals in the financial sector.

Qualifications

• Applicants should have industry experience.
• Studying towards their Diploma in Regulated Financial Planning.
• Possess good knowledge of adviser analytical software.

Responsibilities

• Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Writing suitability reports and preparing annual review packs.
• Analyzing and evaluating policy information for advice provision.

Skills

Knowledge of adviser analytical software

Industry experience

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Social network you want to login/join with:

Account Executive - Wealth Management, Cardiff

Client: Bruin

Location: Cardiff, 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:

• 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 for advice provision.
• Shadowing the Financial Adviser in client meetings.

Applicants should have 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 a great opportunity to join an established company at its growth stage with promising career development prospects.

If you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.