Account Executive - Wealth Management

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

Job summary

A boutique financial planning firm seeks a Trainee Financial Adviser to support financial advisers through paraplanning tasks and gain qualifications to become a competent adviser within 12-18 months. This role offers the prospect of career advancement in a growing company based in London.

Qualifications

• Applicants should be studying towards the Diploma in Regulated Financial Planning.
• Industry experience is essential.
• Familiarity with adviser analytical software is required.

Responsibilities

• Support Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Write suitability reports and prepare review packs.
• Shadow Financial Advisers in client meetings.

Skills

Industry experience

Familiarity with adviser analytical software

Education

Studying towards the Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Shrewsbury

Client: Bruin

Location: Shrewsbury, United Kingdom

Job Category: Other

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EU work permit required: Yes

Job Views:

2

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 as a Trainee Financial Adviser.

The firm seeks someone aiming 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:

• Supporting 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 Financial Advisers in client meetings

Applicants should have industry experience, be studying towards the Diploma in Regulated Financial Planning, and be familiar with adviser analytical software and Intelligent Office.

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

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