Account Executive - Wealth Management

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

Job summary

A boutique firm of Financial Planners is looking for a Trainee Financial Adviser in Slough. This exciting opportunity offers growth potential and a chance to gain valuable experience supporting Financial Advisers in a hybrid role, requiring progress towards a relevant diploma.

Qualifications

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

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Prepare annual review packs for existing clients.
• Shadow Financial Adviser in client meetings.

Skills

Knowledge of adviser analytical software

Industry experience

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Account Executive - Wealth Management, Slough

Client:

Bruin

Location:

Slough, 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

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, performing duties such as:

1. Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
2. Writing suitability reports.
3. Product research.
4. Case preparation.
5. Preparing annual review packs for existing clients and building new business cases alongside a financial planner.
6. Analyzing and evaluating policy information to provide advice.
7. 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.