Account Executive - Wealth Management

JR United Kingdom; Hounslow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A boutique firm of Financial Planners in South West London seeks an Account Executive / Trainee Financial Adviser to assist financial advisers while gaining qualifications. This position offers excellent career development within a growing national firm. Candidates should have relevant industry experience and knowledge of adviser analytical software.

Qualifications

• Seeking support to complete qualifications within 12-18 months.
• Experience in paraplanning or support roles in financial planning.
• Familiar with client management and report writing.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Conduct product research and prepare case files.
• Shadow Financial Advisers in client meetings.

Skills

Industry experience

Knowledge of adviser analytical software

Writing suitability reports

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Account Executive - Wealth Management, South West London

Client:

Bruin

Location:

South West London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

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 their team in London as a Trainee Financial Adviser.

The ideal candidate is seeking support to complete their qualifications and aims to become a competent adviser within 12-18 months.

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

• Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
• Writing suitability reports
• Conducting product research
• Preparing case files
• Preparing annual review packs for existing clients and developing new business cases alongside a financial planner
• Analyzing policy information for advice purposes
• Shadowing Financial Advisers 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 a great 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.