Account Executive - Wealth Management

JR United Kingdom; Chesterfield; On-site; GBP 30,000 - 40,000; Full time

Job summary

Une entreprise dynamique de planification financière recherche un Trainee Financial Adviser pour rejoindre son équipe à Londres. Le candidat idéal travaillera directement avec des conseillers financiers tout en consolidant ses qualifications. Cette opportunité offre une progression de carrière significative et le soutien nécessaire pour devenir un conseiller compétent en 12-18 mois.

Qualifications

• Expérience dans le secteur financier.
• Étudiant vers le Diploma en Planification Financière Régulée.
• Compétences en rédaction de rapports et analyse de données.

Responsibilities

• Assister les conseillers financiers dans un rôle de paraplanning.
• Rédiger des rapports de conformité et effectuer des recherches sur les produits.
• Préparer des dossiers pour les clients et développer de nouveaux cas d'affaires.

Skills

Connaissance des logiciels d'analyse

Analyse des informations politiques

Rédaction de rapports de conformité

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Job Title: Account Executive / Trainee Financial Adviser

Location: London

Company: A Boutique firm of Financial Planners

Job Description:

We are seeking an experienced Financial Planning Administrator / Paraplanner to join our team in London as a Trainee Financial Adviser. The ideal candidate is looking for support to complete their qualifications and transition into a competent adviser within 12-18 months.

The role involves working within our London office, supporting financial advisers, and carrying out duties such as:

1. Assisting with the work of Financial Advisers in a paraplanning/trainee adviser role.
2. Writing suitability reports.
3. Conducting product research.
4. Preparing case files.
5. Creating annual review packs for clients and developing new business cases with a financial planner.
6. Analyzing policy information to provide advice.
7. Shadowing Financial Advisers during 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 expanding company with excellent career development prospects.

If interested, please submit your CV or contact Jessica Wiggins at BRUIN Financial.