Account Executive - Wealth Management

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

Job summary

A boutique financial planning firm seeks a Trainee Financial Adviser to aid Financial Advisers and complete necessary qualifications. This role offers substantial career development, with responsibilities in paraplanning and client interaction. Ideal for someone with industry experience who desires growth within a supportive environment.

Benefits

Career development prospects

Support for qualifications

Qualifications

• Several years of industry experience.
• Studying towards their Diploma in Regulated Financial Planning.
• Proficiency in adviser analytical software.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Write suitability reports and conduct product research.
• Shadow the Financial Adviser in client meetings.

Skills

Industry experience

Knowledge of adviser analytical software

Good communication

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Client:

Bruin

Location:

Dartford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

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 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 who seeks support to complete their qualifications and progress to becoming a competent adviser within 12-18 months.

The role involves working within the London office of a rapidly growing national firm, with responsibilities including:

1. Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
2. Writing suitability reports.
3. Product research.
4. Case preparation.
5. Preparing annual review packs for existing clients and developing new business cases alongside a financial planner.
6. Analyzing and evaluating policy information to provide advice.
7. Shadowing the Financial Adviser in client meetings.

Applicants should have several years of 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 have the required skills and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.