Account Executive - Wealth Management, South West London
Client:
Bruin
Location:
South West London, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
2
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 ideal candidate is seeking support to complete their qualifications and aims to become a competent adviser within 12-18 months.
The role involves working within the London office of a rapidly growing national firm, performing duties such as:
* Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
* Writing suitability reports
* Conducting product research
* Preparing case files
* Preparing annual review packs for existing clients and developing new business cases alongside a financial planner
* Analyzing policy information for advice purposes
* Shadowing Financial Advisers in client meetings
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and possess good knowledge of adviser analytical software, including 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.
#J-18808-Ljbffr