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Account Executive - Wealth Management, Shrewsbury
Client: Bruin
Location: Shrewsbury, United Kingdom
Job Category: Other
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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 as a Trainee Financial Adviser.
The firm seeks someone aiming to complete their qualifications and become a competent adviser within 12-18 months.
The role involves working in the London office, performing duties such as:
* Supporting Financial Advisers in a paraplanning/trainee adviser hybrid role
* Writing suitability reports
* Product research
* Case preparation
* Preparing review packs and building new business cases
* Analyzing policy information for advice
* Shadowing Financial Advisers in client meetings
Applicants should have industry experience, be studying towards the Diploma in Regulated Financial Planning, and be familiar with adviser analytical software and Intelligent Office.
This is a great opportunity to join an expanding company with promising career prospects.
To apply, submit your CV or contact Jessica Wiggins at BRUIN Financial.
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