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- Tasks: Assist Financial Advisers, write reports, conduct product research, and prepare client reviews.
- Company: Join a rapidly growing boutique firm of Financial Planners in London.
- Benefits: Gain support to finish your qualifications and enjoy great career development prospects.
- Why this job: Exciting opportunity to grow within a supportive team and make a real impact.
- Qualifications: Industry experience and progress towards a Diploma in Regulated Financial Planning required.
- Other info: Shadow experienced advisers and learn in a dynamic environment.
The predicted salary is between 25000 - 42000 £ per year.
A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as a Trainee Financial Adviser. The firm are looking for an individual who is looking for support to finish their qualifications and move on to becoming a competent adviser within 12-18 months.
The day to day role will mainly involve working within the London office of a rapidly growing national firm carrying out a variety of duties including:
- Assisting with the work of the Financial Advisers in a paraplanning/trainee adviser hybrid role.
- Writing suitability reports.
- Product research.
- Case preparation.
- Preparing annual review packs for existing clients and building new business cases alongside a financial planner.
- Analysing and evaluating policy information for the purposes of providing advice.
- Shadowing the Financial Adviser in client meetings.
Those applying for this role will have a number of years’ industry experience and have started studying towards their Diploma in Regulated Financial Planning as well as having a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.
This is an exciting opportunity to join an established company at its growth stage with some great career development prospects. If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
Account Executive - Wealth Management employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive - Wealth Management
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in financial planning. Being knowledgeable about software like Intelligent Office and other analytical tools will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider shadowing a financial adviser or seeking out a mentor in the field. This hands-on experience will give you valuable insights into the day-to-day responsibilities of an Account Executive and help you articulate your understanding during discussions with us.
✨Tip Number 4
Prepare thoughtful questions about our firm and the role during your interview. Showing genuine interest in our company’s growth and how you can contribute will set you apart from other candidates and demonstrate your enthusiasm for the position.
We think you need these skills to ace Account Executive - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and administration. Emphasise any qualifications you have started, particularly towards the Diploma in Regulated Financial Planning, and mention your familiarity with adviser analytical software like Intelligent Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to grow into a competent adviser. Mention specific experiences that demonstrate your skills in paraplanning and client interaction, as well as your eagerness to learn and develop within the firm.
Highlight Relevant Skills: In your application, clearly outline your skills related to suitability reports, product research, and case preparation. Use examples from your previous roles to illustrate how you have successfully performed similar tasks.
Follow Up: After submitting your application, consider following up with a polite email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Bruin
✨Showcase Your Industry Knowledge
Make sure to brush up on your understanding of financial planning and the specific products relevant to wealth management. Being able to discuss current trends or recent changes in regulations will demonstrate your commitment and expertise.
✨Prepare for Technical Questions
Expect questions that assess your familiarity with adviser analytical software and tools like Intelligent Office. Be ready to explain how you've used these tools in your previous roles or how you plan to utilise them in this position.
✨Demonstrate Your Communication Skills
As a future adviser, strong communication is key. Practice articulating complex financial concepts in simple terms. You might be asked to explain a financial product or strategy, so clarity and confidence are essential.
✨Express Your Career Aspirations
Since this role is a stepping stone to becoming a competent adviser, share your long-term career goals. Discuss how you envision your growth within the company and how you plan to achieve your qualifications in the next 12-18 months.
