Account Executive - Wealth Management

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

Job summary

A boutique financial planning firm seeks a Trainee Financial Adviser in Liverpool. The role involves supporting Financial Advisers, preparing reports, and conducting product research while pursuing industry qualifications. This is an excellent opportunity for career growth within a rapidly expanding company.

Qualifications

• Experience in financial planning or related field preferred.
• Studying towards relevant financial qualifications.

Responsibilities

• Assist Financial Advisers in paraplanning and shadow in client meetings.
• Prepare suitability reports and case documentation.
• Research financial products and analyze client policy information.

Skills

Industry experience

Familiarity with adviser analytical software

Writing suitability reports

Product research

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Account Executive - Wealth Management, Liverpool

Client:

Bruin

Location:

Liverpool, 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 their team in London as a Trainee Financial Adviser.

The firm is looking for an individual seeking support 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, performing duties such as:

• Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
• Writing suitability reports
• Product research
• Case preparation
• Preparing review packs for clients and developing new business cases
• Analyzing policy information for advice
• 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 analytical software and Intelligent Office.

This is a great opportunity for career development within an established company at its growth stage.

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