Job Title: Account Executive - Wealth Management, Preston, Lancashire
Client:
Bruin
Location:
Preston, Lancashire, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
04.06.2025
Expiry Date:
19.07.2025
Job Description:
We are seeking an Account Executive / Trainee Financial Adviser for a boutique firm of Financial Planners in Preston. The role involves supporting the team in completing qualifications and progressing to a competent adviser within 12-18 months.
The main responsibilities include:
1. Assisting with work of Financial Advisers in a paraplanning/trainee adviser hybrid role.
2. Writing suitability reports.
3. Product research.
4. Case preparation.
5. Preparing review packs and building new business cases with a financial planner.
6. Analyzing policy information for advice.
7. Shadowing the Financial Adviser in client meetings.
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and be familiar with adviser analytical software and Intelligent Office.
This is a great opportunity for career development within an expanding company. To apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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