Account Executive - Wealth Management

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

Job summary

A boutique firm in the financial planning sector is seeking a Trainee Financial Adviser in the Oxford District. This role offers an exciting opportunity to support seasoned advisers, gain practical experience, and work towards becoming a competent financial adviser within 12-18 months. The position involves a mix of paraplanning and client-facing responsibilities, with excellent prospects for career development.

Qualifications

• Several years of industry experience required.
• Studying towards Diploma in Regulated Financial Planning.
• Good knowledge of adviser analytical software.

Responsibilities

• Assisting Financial Advisers in a paraplanning role.
• Writing suitability reports and conducting product research.
• Preparing case documentation and shadowing Advisers.

Skills

Knowledge of adviser analytical software

Communication

Analytical skills

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Account Executive - Wealth Management, Oxford District

Client:

Bruin

Location:

Oxford District, 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 progress to becoming a competent adviser within 12-18 months.

The daily responsibilities include:

1. Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
2. Writing suitability reports.
3. Conducting product research.
4. Preparing case documentation.
5. Creating annual review packs for existing clients and developing new business cases alongside a financial planner.
6. Analyzing and evaluating policy information for advice provision.
7. Shadowing Financial Advisers 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, especially Intelligent Office.

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

If you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.