Account Executive - Wealth Management

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

Job summary

Une entreprise de planification financière en pleine croissance recherche un 'Account Executive' à Swindon. Ce rôle propose une opportunité d'évolution vers conseiller financier, offrant une formation et un soutien pour acquérir des qualifications nécessaires. Les candidats doivent avoir de l'expérience, des connaissances dans les logiciels d'analyse et une forte motivation pour progresser dans leur carrière.

Qualifications

• Plusieurs années d'expérience dans l'industrie financière requises.
• Être en cours de qualification pour le Diplôme en Planification Financière Réglementée.
• Bonne connaissance des logiciels d'analyse pour conseillers.

Responsibilities

• Assister les conseillers financiers dans le rôle hybride de paraplanning/conseiller.
• Rédiger des rapports de convenance pour les clients.
• Préparer les packs d'examen annuel et développer de nouveaux cas d'affaires.

Skills

Connaissance des logiciels d'analyse des conseillers

Rédaction de rapports

Recherche de produits

Préparation des cas

Education

Diplôme en Planification Financière Réglementée

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Swindon, Wiltshire

Client: Bruin

Location: Swindon, Wiltshire, 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 daily responsibilities will primarily involve working within the London office of a rapidly growing national firm, performing duties such as:

• Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Writing suitability reports
• Product research
• Case preparation
• Preparing annual review packs for existing clients and developing new business cases alongside a financial planner
• Analyzing and evaluating policy information for advice provision
• Shadowing the Financial Adviser during client meetings

Candidates should have several years of industry experience, be studying towards their Diploma in Regulated Financial Planning, and possess 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 believe you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.