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Account Executive - Wealth Management, Southampton
Client: Bruin
Location: Southampton, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Views:
3
Posted:
04.06.2025
Expiry Date:
19.07.2025
Job Description:
Account Executive / Trainee Financial Adviser
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 who is seeking support to complete their qualifications and become a competent adviser within 12-18 months.
The daily responsibilities will include:
* Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
* Writing suitability reports
* Conducting product research
* Preparing cases
* Creating annual review packs for existing clients and developing new business cases alongside a financial planner
* Analyzing policy information to provide advice
* Shadowing the Financial Adviser in client meetings
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and have knowledge of adviser analytical software and experience with Intelligent Office.
This is a great 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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