Account Executive - Wealth Management

JR United Kingdom; Luton; On-site; GBP 25,000 - 40,000; Full time

Job summary

A boutique firm of Financial Planners is seeking a Trainee Financial Adviser to support Financial Advisers and complete qualifications in a growth-focused environment. The role includes responsibilities like writing reports, conducting product research, and client meeting shadowing, offering strong career development prospects.

Qualifications

• Several years of industry experience required.
• Studying towards the Diploma in Regulated Financial Planning.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Write suitability reports and conduct product research.
• Shadow 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, Luton, Bedfordshire

Client: Bruin

Location: Luton, Bedfordshire, United Kingdom

Job Category: Other

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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 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 include:

• Assisting 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 advising purposes.
• Shadowing the Financial Adviser in client meetings.

Applicants should have several years of 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 at its growth stage with excellent 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.