Account Executive - Wealth Management

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

Job summary

A leading financial planning firm is looking for a Trainee Financial Adviser to join their London office. This role offers a unique opportunity to work closely with experienced Financial Advisers while completing your qualification. Ideal candidates will have industry experience and a drive to excel in financial advising, preparing for a career with great growth potential.

Qualifications

• Several years of industry experience required.
• Started studying towards Diploma in Regulated Financial Planning.
• Good knowledge of adviser analytical software.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Write suitability reports and case preparations.
• Shadow Financial Adviser in client meetings.

Skills

Financial Planning

Analytical Software Knowledge

Report Writing

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Client:

Bruin

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Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Account Executive / Trainee Financial Adviser

London

A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as a Trainee Financial Adviser.

The firm are looking for an individual who is looking for support to finish their qualifications and move on to becoming a competent adviser within 12-18 months.

The day to day role will mainly involve working within the London office of a rapidly growing national firm carrying out a variety of duties including;

• Assisting with the work of the Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Writing suitability reports
• Product research
• Case preparation
• Preparing annual review packs for existing clients and build new business cases alongside a financial planner
• Analysing and evaluating policy information for the purposes of providing advice.
• Shadowing the Financial Adviser in client meetings

Those applying for this role will have a number of years’ industry experience and have started studying towards their Diploma in Regulated Financial Planning as well as having a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.

This is an exciting opportunity to join an established company at its growth stage with some great career development prospects.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.