Account Executive - Wealth Management, Peterborough
Client:
Bruin
Location:
Peterborough, 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 their team in London as a Trainee Financial Adviser.
The firm seeks an individual who is pursuing their qualifications and aims to become a competent adviser within 12-18 months.
The role involves working within the London office, performing duties such as:
* Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role
* Writing suitability reports
* Product research
* Case preparation
* Preparing review packs and developing new business cases with a financial planner
* Analyzing policy information for advice
* 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 analytical software and Intelligent Office.
This is a great opportunity to join an expanding company with strong career development prospects.
To apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
#J-18808-Ljbffr