Account Executive - Wealth Management

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

Job summary

Une société de planification financière à Plymouth recherche un Account Executive / Trainee Financial Adviser pour rejoindre son équipe en pleine croissance. Le candidat idéal aura une expérience dans le secteur et poursuivra un diplôme en planification financière, avec des perspectives d'évolution de carrière exceptionnelles.

Qualifications

• Expérience dans l'industrie requise.
• Étudiant vers un diplôme en Planification Financière Réglementée.
• Bonne connaissance des logiciels analytiques pour conseillers.

Responsibilities

• Assister les conseillers financiers dans un rôle hybride.
• Rédiger des rapports de conformité.
• Préparer des dossiers clients pour des réunions.

Skills

Analyse et évaluation

Compétences en communication

Recherche produit

Education

Diplôme en Planification Financière Réglementée

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Plymouth

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Client:

Bruin

Location:

Plymouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Account Executive / Trainee Financial Adviser

Plymouth

A Boutique firm of Financial Planners is seeking an experienced Financial Planning Administrator / Paraplanner to join the team in Plymouth as a Trainee Financial Adviser.

The firm is looking for an individual who seeks support to complete their qualifications and progress to becoming a competent adviser within 12-18 months.

The role involves working in the Plymouth office of a rapidly growing national firm, with duties including:

• 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 to provide advice.
• Shadowing the Financial Adviser in client meetings

Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and have 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 you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.