Account Executive - Wealth Management, High Wycombe
Client:
Bruin
Location:
High Wycombe, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
2
Posted:
04.06.2025
Expiry Date:
19.07.2025
Job Description:
We are seeking an Account Executive / Trainee Financial Adviser for a boutique firm of Financial Planners in London. The role involves supporting the team to complete qualifications and transition into a competent adviser within 12-18 months.
The main responsibilities include:
1. Assisting with paraplanning and trainee adviser duties
2. Writing suitability reports
3. Conducting product research
4. Preparing cases and annual review packs
5. Analyzing policy information for advice
6. Shadowing Financial Advisers in client meetings
Applicants should have industry experience, be studying towards their Diploma in Regulated Financial Planning, and be familiar with adviser software and Intelligent Office.
This is a great opportunity to join an expanding company with career development prospects. To apply, submit your CV or contact Jessica Wiggins at BRUIN Financial.
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