Account Executive - Wealth Management

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

Job summary

A boutique firm of Financial Planners in Leeds seeks an Account Executive / Trainee Financial Adviser. This role offers an opportunity for career development as the candidate will support Financial Advisers and complete their qualifications. Suitable for motivated individuals with industry experience pursuing a career in financial advising.

Qualifications

• Industry experience is required.
• Studying towards Diploma in Regulated Financial Planning.

Responsibilities

• Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Writing suitability reports and conducting product research.
• Shadowing the Financial Adviser in client meetings.

Skills

Knowledge of adviser analytical software

Experience with Intelligent Office

Education

Diploma in Regulated Financial Planning

Job description

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Account Executive - Wealth Management, Leeds, West Yorkshire

Client:

Bruin

Location:

Leeds, West Yorkshire, 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 the 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 mainly involve working within the London office of a rapidly growing national firm, carrying out duties 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 developing 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 industry experience, be studying towards their Diploma in Regulated Financial Planning, and possess good knowledge of adviser analytical software and experience with Intelligent Office.

This is an exciting opportunity to join an established company during its growth phase with promising career development prospects.

If you believe you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.