Account Executive - Wealth Management, Telford
Client:
Bruin
Location:
Telford, 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 firm is looking for an individual who seeks support to complete their qualifications and transition into a competent adviser within 12-18 months.
The role involves working within the London office of a rapidly growing national firm, carrying out duties such as:
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 client case files.
5. Preparing annual review packs for existing clients and developing new business cases alongside a financial planner.
6. Analyzing policy information for advice provision.
7. Shadowing Financial Advisers during client meetings.
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and have 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 promising career development prospects.
If you possess the required skills and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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