Account Executive - Wealth Management

JR United Kingdom; Stockport; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning firm seeks an Account Executive / Trainee Financial Adviser to support Financial Advisers and gain qualification. This entry-level position offers excellent career development and involves key tasks such as writing reports, product research, and client interactions.

Qualifications

• Industry experience required.
• Studying towards relevant qualifications preferred.
• Knowledge of adviser analytical software essential.

Responsibilities

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

Skills

Analytical software knowledge

Paraplanning

Client relationship management

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Account Executive - Wealth Management, Stockport

Client:

Bruin

Location:

Stockport, United Kingdom

Job Category:

Other

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 the team in London 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 of a rapidly growing national firm, with duties including:

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 for advising purposes.
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 possess the required skills and are interested, please submit your CV or contact Jessica Wiggins at BRUIN Financial.