Account Executive - Wealth Management

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

Job summary

A boutique firm of Financial Planners in Reading is seeking an Account Executive / Trainee Financial Adviser to support career growth within the industry. This role involves assisting advisers, preparing reports, and contributing to client meetings, ideal for those studying for their financial qualifications.

Qualifications

• Industry experience required.
• Studying towards a financial planning diploma.
• Familiarity with adviser analytical software essential.

Responsibilities

• Assist Financial Advisers in duties and paraplanning.
• Prepare annual review packs and suitability reports.
• Shadow Financial Advisers in client meetings.

Skills

Financial Advising

Paraplanning

Research

Analytical Skills

Education

Diploma in Regulated Financial Planning

Tools

Adviser Analytical Software

Intelligent Office

Job description

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Account Executive - Wealth Management, Reading

Client: Bruin

Location: Reading, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

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 seeking support to complete their qualifications and progress to becoming a competent adviser within 12-18 months.

The role involves working within the London office of a rapidly growing national firm, carrying out duties such as:

• 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 building new business cases alongside a financial planner
• Analyzing and evaluating policy information for advice provision
• 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 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 interested and qualified, please submit your CV or contact Jessica Wiggins at BRUIN Financial.