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A leading financial planning firm in Woking is seeking an Account Executive/Trainee Financial Adviser to assist in various client-facing roles. The hired individual will gain significant career development opportunities while working towards becoming a fully qualified adviser within 12-18 months.
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Client: Bruin
Location: Woking, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views: 2
Posted: 04.06.2025
Expiry Date: 19.07.2025
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 progress to becoming a competent adviser within 12-18 months.
The daily responsibilities will include working within the London office of a rapidly growing national firm, performing duties such as:
Applicants should have several years of industry experience, have started studying towards their Diploma in Regulated Financial Planning, and possess good knowledge of adviser analytical software, particularly 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.