Account Executive - Wealth Management

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

Job summary

A leading Financial Planning firm seeks a Trainee Financial Adviser in Doncaster. This role combines paraplanning and advisory tasks, providing excellent career progression opportunities. Candidates should have industry experience and be studying towards their qualifications, ready to embark on a rewarding professional journey.

Qualifications

• Several years of industry experience required.
• Must be studying towards diploma in financial planning.
• Good knowledge of adviser analytical software is necessary.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser role.
• Write suitability reports and conduct product research.
• Prepare annual review packs and shadow Financial Advisers.

Skills

Financial Planning

Report Writing

Product Research

Client Meeting Shadowing

Analytical Software Knowledge

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Account Executive - Wealth Management, Doncaster

Client:

Bruin

Location:

Doncaster, 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 their 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 primarily involve working within the London office of a rapidly growing national firm, including:

• Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Writing suitability reports
• Product research
• Case preparation
• Preparing annual review packs for existing clients and building 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 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 meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

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Created on 04/06/2025 by JR, United Kingdom