Account Executive - Wealth Management

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

Job summary

A leading financial planning boutique in High Wycombe is looking for an Account Executive / Trainee Financial Adviser to support their growth. The successful candidate will assist with paraplanning, conduct product research, and receive guidance towards becoming a competent financial adviser in 12-18 months. Opportunity for career development while gaining valuable industry experience in a supportive team environment.

Qualifications

• Industry experience required.
• Familiarity with adviser software and Intelligent Office required.

Responsibilities

• Assisting with paraplanning and trainee adviser duties.
• Writing suitability reports and preparing cases.
• Shadowing Financial Advisers in client meetings.

Skills

Analyzing policy information

Conducting product research

Education

Studying towards Diploma in Regulated Financial Planning

Tools

Adviser software

Intelligent Office

Job description

Account Executive - Wealth Management, High Wycombe

Client:

Bruin

Location:

High Wycombe, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

We are seeking an Account Executive / Trainee Financial Adviser for a boutique firm of Financial Planners in London. The role involves supporting the team to complete qualifications and transition into a competent adviser within 12-18 months.

The main responsibilities include:

1. Assisting with paraplanning and trainee adviser duties
2. Writing suitability reports
3. Conducting product research
4. Preparing cases and annual review packs
5. Analyzing policy information for advice
6. Shadowing Financial Advisers in client meetings

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

This is a great opportunity to join an expanding company with career development prospects. To apply, submit your CV or contact Jessica Wiggins at BRUIN Financial.