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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.
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Client: Bruin
Location: Maidstone, United Kingdom
Job Category: Other
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EU work permit required: Yes
2
04.06.2025
19.07.2025
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:
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.