Account Executive - Wealth Management

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

Job summary

A leading boutique firm is seeking a Trainee Financial Adviser to join their London office. This role offers the chance to develop your career, working alongside seasoned Financial Advisers, assisting in various responsibilities including report writing and case preparation. The firm supports your qualification process, aiming for candidates to become competent advisers within 12-18 months.

Qualifications

• Several years of industry experience required.
• Experience with adviser analytical software is necessary.
• Candidates should be studying towards their financial qualification.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser role.
• Write suitability reports and conduct product research.
• Prepare review packs and shadow client meetings.

Skills

Financial analysis

Report writing

Product research

Client communication

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

Social network you want to login/join with:

Account Executive - Wealth Management, Watford, Hertfordshire

Client: Bruin

Location: Watford, Hertfordshire, 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 mainly involve working within the London office of a rapidly growing national firm, including:

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

Applicants should have several years of industry experience, have started studying towards their Diploma in Regulated Financial Planning, and possess good knowledge and competency with adviser analytical software, including 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 have the required skills and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.