Account Executive - Wealth Management, Bedford
Client:
Bruin
Location:
Bedford, 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 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 role involves working within the London office of a rapidly growing national firm, with duties including:
* Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
* Writing suitability reports
* Product research
* Case preparation
* Preparing annual review packs for clients and building new business cases alongside a financial planner
* Analyzing policy information for advice
* Shadowing the Financial Adviser in client meetings
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and have competency with adviser analytical software and Intelligent Office.
This is an exciting opportunity with career development prospects at an established company in its growth stage.
To apply, submit your CV or contact Jessica Wiggins at BRUIN Financial.
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