Account Executive - Wealth Management

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

Job summary

A leading financial planning firm is seeking a Trainee Financial Adviser to join their London office. The firm supports career development, offering the opportunity to transition into a competent adviser within 12-18 months. This role includes assisting advisers, report writing, and preparing client reviews, making it an exciting entry point into the financial advisory profession.

Qualifications

• Industry experience and studying for diploma in Regulated Financial Planning.
• Experience with adviser analytical software.
• Ability to prepare suitability reports.

Responsibilities

• Assisting Financial Advisers in paraplanning/trainee role.
• Writing suitability reports and preparing annual review packs.
• Shadowing Financial Adviser in client meetings.

Skills

Financial planning knowledge

Analytical skills

Report writing

Product research

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.