Account Executive - Wealth Management, Nottingham
Client:
Bruin
Location:
Nottingham, 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
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 is seeking support to complete their qualifications and become a competent adviser within 12-18 months.
The daily responsibilities will include working within the London office of a rapidly growing national firm, performing 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 cases and annual review packs for existing clients.
5. Building new business cases alongside a financial planner.
6. Analyzing and evaluating policy information for advice provision.
7. Shadowing the Financial Adviser 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, particularly Intelligent Office.
This is an excellent opportunity to join an established company at its growth stage with promising career development prospects.
If interested, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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