Account Executive - Wealth Management

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

Job summary

A boutique Financial Planning firm is seeking a Trainee Financial Adviser in Sheffield. This role involves assisting experienced advisers, preparing reports, and conducting product research in a supportive environment aimed at professional growth. Applicants should possess relevant industry experience and aim to achieve their financial planning qualifications.

Benefits

Career growth prospects

Qualifications

• Industry experience required.
• Familiarity with adviser software is preferred.
• Commitment to qualification as a competent adviser within 12-18 months.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser role.
• Write suitability reports and perform product research.
• Shadow client meetings and prepare review packs.

Skills

Financial Planning

Product Research

Report Writing

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Sheffield, South Yorkshire

Client: Bruin

Location: Sheffield, South Yorkshire, 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 as a Trainee Financial Adviser.

The firm is looking for an individual seeking support to complete their qualifications and become a competent adviser within 12-18 months.

The role involves working in the London office, performing duties such as:

• Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
• Writing suitability reports
• Product research
• Case preparation
• Preparing review packs and building new business cases
• Analyzing policy information for advice
• Shadowing client meetings

Applicants should have industry experience, be studying for their Diploma in Regulated Financial Planning, and be familiar with adviser software like Intelligent Office.

This is a great opportunity to join an expanding company with career growth prospects.

To apply, submit your CV or contact Jessica Wiggins at BRUIN Financial.