Account Executive - Wealth Management

JR United Kingdom; Southampton; On-site; GBP 30,000 - 45,000; Full time

Job summary

A boutique financial planning firm in Southampton is seeking an Account Executive / Trainee Financial Adviser for a dynamic role that includes supporting advisers and preparing financial documents. This position offers excellent career development within a growing team, ideal for candidates pursuing qualifications in financial planning.

Qualifications

• Industry experience required.
• Studying towards a Diploma in Financial Planning.
• Familiarity with adviser analytical software.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Write suitability reports and conduct product research.
• Shadow the Financial Adviser in client meetings.

Skills

Industry experience

Knowledge of adviser analytical software

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Southampton

Client: Bruin

Location: Southampton, United Kingdom

Job Category:

Other

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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 who is seeking support to complete their qualifications and become a competent adviser within 12-18 months.

The daily responsibilities will include:

• Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
• Writing suitability reports
• Conducting product research
• Preparing cases
• Creating annual review packs for existing clients and developing new business cases alongside a financial planner
• Analyzing 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 knowledge of adviser analytical software and experience with Intelligent Office.

This is a great 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.