Account Executive - Wealth Management

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

Job summary

A boutique financial planning firm is seeking an Account Executive / Trainee Financial Adviser in Guildford. This role offers the chance to gain qualifications and develop into an adviser within 12-18 months, with hands-on experience in a growing firm. Applicants should have relevant industry experience and be eager to progress in the financial services sector.

Benefits

Career development prospects

Qualifications

• Applicants should have industry experience and be studying towards their diploma.
• Knowledge of adviser software is crucial.
• Role involves shadowing advisers and preparing reports.

Responsibilities

• Assisting financial advisers in a paraplanning/trainee adviser role.
• Writing suitability reports and preparing review packs for clients.
• Shadowing advisers in client meetings.

Skills

Knowledge of adviser software

Analyzing policy information

Product research

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Guildford

Client: Bruin

Location: Guildford, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

Position: Account Executive / Trainee Financial Adviser

Location: London

A boutique firm of financial planners is seeking an experienced Financial Planning Administrator / Paraplanner to join as a Trainee Financial Adviser in London.

The firm seeks an individual eager to complete their qualifications and become a competent adviser within 12-18 months.

The role involves working within the London office of a rapidly growing national firm, carrying out duties such as:

• Assisting financial advisers in a paraplanning/trainee adviser role
• Writing suitability reports
• Product research
• Case preparation
• Preparing review packs for clients and developing new business cases
• Analyzing policy information for advice
• Shadowing advisers in client meetings

Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and have knowledge of adviser software, especially Intelligent Office.

This is a great opportunity to join an established company at its growth stage with career development prospects.

To apply, submit your CV or contact Jessica Wiggins at BRUIN Financial.