Account Executive - Wealth Management, Oxford District
Client:
Bruin
Location:
Oxford District, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
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 their 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 include:
1. Assisting with the work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
2. Writing suitability reports.
3. Conducting product research.
4. Preparing case documentation.
5. Creating annual review packs for existing clients and developing new business cases alongside a financial planner.
6. Analyzing and evaluating policy information for advice provision.
7. Shadowing Financial Advisers 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, especially Intelligent Office.
This is an exciting opportunity to join an established company at its growth stage with excellent career development prospects.
If you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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