Account Executive - Wealth Management

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

Job summary

A growing boutique firm in London is seeking a Trainee Financial Adviser to support Financial Advisers and work on various financial planning duties. This role offers the opportunity for career development within an established company. Candidates should have some industry experience and be pursuing relevant qualifications.

Benefits

Career development opportunities

Qualifications

• A few years of industry experience required.
• Started studying towards relevant qualifications is necessary.
• Good knowledge of financial planning tools.

Responsibilities

• Assist Financial Advisers with paraplanning duties.
• Write suitability reports and conduct product research.
• Shadow Financial Advisers in client meetings.

Skills

Analytical skills

Communication

Report writing

Education

Diploma in Regulated Financial Planning

Tools

Adviser analytical software

Intelligent Office

Job description

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Client:

Bruin

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Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Account Executive / Trainee Financial Adviser

London

A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as a Trainee Financial Adviser.

The firm are looking for an individual who is looking for support to finish their qualifications and move on to becoming a competent adviser within 12-18 months.

The day to day role will mainly involve working within the London office of a rapidly growing national firm carrying out a variety of duties including;

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

Those applying for this role will have a number of years’ industry experience and have started studying towards their Diploma in Regulated Financial Planning as well as having a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.

This is an exciting opportunity to join an established company at its growth stage with some great career development prospects.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.