Account Executive - Wealth Management

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

Job summary

A boutique firm of Financial Planners is seeking an Account Executive / Trainee Financial Adviser to assist Financial Advisers and prepare client documents. This role offers strong career development prospects, and the company supports candidates in completing their qualifications within 12-18 months. Ideal for those with industry experience and analytical skills.

Qualifications

• Applicants should have industry experience.
• Studying towards their Diploma in Regulated Financial Planning.
• Possess good knowledge of adviser analytical software.

Responsibilities

• Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Writing suitability reports and product research.
• Analyzing and evaluating policy information for advising purposes.

Skills

Industry experience

Knowledge of adviser analytical software

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Maidstone

Client: Bruin

Location: Maidstone, United Kingdom

Job Category: Other

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EU work permit required: Yes

Job Views:

2

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

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 who seeks support to complete their qualifications and become a competent adviser within 12-18 months.

The day-to-day responsibilities include:

• 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 advising purposes.
• 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, including experience with Intelligent Office.

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

If interested, please submit your CV or contact Jessica Wiggins at BRUIN Financial.