Account Executive - Wealth Management

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

Job summary

A leading national firm of Financial Planners is seeking a Trainee Financial Adviser to join their London team. The role offers excellent career development opportunities, allowing successful candidates to transition to fully qualified advisers in 12-18 months. The position requires industry experience and commitment to studying towards a Diploma in Regulated Financial Planning.

Qualifications

• Industry experience preferred.
• Started studying towards Diploma in Regulated Financial Planning.
• Competency in adviser analytical software and experience with Intelligent Office required.

Responsibilities

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

Skills

Analyzing and evaluating policy information

Writing suitability reports

Product research

Education

Diploma in Regulated Financial Planning

Tools

Adviser analytical software

Intelligent Office

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Bruin

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

col-wide

Job Description:

Account Executive / Trainee Financial Adviser

London

A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as a Trainee Financial Adviser.

The firm are looking for an individual who is looking for support to finish their qualifications and move on to becoming a competent adviser within 12-18 months.

The day to day role will mainly involve working within the London office of a rapidly growing national firm carrying out a variety of duties including;

• Assisting with the work of the Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Writing suitability reports
• Product research
• Case preparation
• Preparing annual review packs for existing clients and build new business cases alongside a financial planner
• Analysing and evaluating policy information for the purposes of providing advice.
• Shadowing the Financial Adviser in client meetings

Those applying for this role will have a number of years’ industry experience and have started studying towards their Diploma in Regulated Financial Planning as well as having a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.

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

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.