Account Executive - Wealth Management

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

Job summary

A boutique firm of Financial Planners is looking for a Trainee Financial Adviser to support experienced Financial Advisers in London. Candidates should have industry experience and be studying towards their qualification. This role offers an exciting opportunity for career growth in a dynamic environment.

Qualifications

• Several years of industry experience.
• Studying towards a Diploma in Regulated Financial Planning.
• Good knowledge of adviser analytical software.

Responsibilities

• Assist with the work of Financial Advisers.
• Write suitability reports and conduct product research.
• Shadow the Financial Adviser in client meetings.

Skills

Financial planning

Analytical software knowledge

Product research

Education

Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

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Client:

Bruin

Location:

worcester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

04.06.2025

Expiry Date:

19.07.2025

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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 primarily 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 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, 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 have the required skills and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.