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Account Executive - Wealth Management, Guildford
Client: Bruin
Location: Guildford, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views:
3
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 in London.
The firm seeks an individual eager to complete their qualifications and become 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:
* Assisting financial advisers in a paraplanning/trainee adviser role
* Writing suitability reports
* Product research
* Case preparation
* Preparing review packs for clients and developing new business cases
* Analyzing policy information for advice
* Shadowing advisers in client meetings
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and have knowledge of adviser software, especially Intelligent Office.
This is a great opportunity to join an established company at its growth stage with career development prospects.
To apply, submit your CV or contact Jessica Wiggins at BRUIN Financial.
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