Account Executive - Wealth Management

JR United Kingdom; Woking; On-site; GBP 25,000 - 35,000; Full time

Job summary

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.

Qualifications

• Several years of industry experience required.
• Studying towards a diploma in regulated financial planning.
• Good knowledge of adviser software needed.

Responsibilities

• Assist Financial Advisers in a paraplanning/trainee adviser hybrid role.
• Write suitability reports and perform product research.
• Develop new business cases alongside a financial planner.

Skills

Knowledge of adviser analytical software

Financial planning

Client relationship management

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Account Executive - Wealth Management, Woking

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

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 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:

• 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 to provide advice
• 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 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.