Account Executive - Wealth Management

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

Job summary

A boutique financial planning firm seeks an Account Executive/Trainee Financial Adviser in Coventry. This role offers the chance for career growth through support in obtaining qualifications and hands-on experience. Responsibilities include assisting advisers, preparing case materials, and client engagement.

Qualifications

• Applicants should be studying towards their Diploma in Regulated Financial Planning.
• Experience with adviser analytical software is necessary.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Prepare annual review packs for existing clients.
• Shadow the Financial Adviser in client meetings.

Skills

Financial Planning

Analytical Skills

Communication

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Coventry

Client: Bruin

Location: Coventry, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

Account Executive / Trainee Financial Adviser

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, carrying out 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 an exciting opportunity to join an established company at its growth stage with excellent career development prospects.

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