Account Executive - Wealth Management

Social network you want to login/join with: Account Executive – Wealth Management, Swindon, Wiltshire Client: Bruin Location: Swindon, Wiltshire, 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 London A Boutique firm of Financial Planners is seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as a Trainee Financial Adviser. The firm is looking for an individual seeking support to complete their qualifications and progress to becoming a competent adviser within 12-18 months. The daily responsibilities will primarily involve working within the London office of a rapidly growing national firm, performing duties such as: Assisting Financial Advisers in a paraplanning/trainee adviser hybrid role. Writing suitability reports Product research Case preparation Preparing annual review packs for existing clients and developing new business cases alongside a financial planner Analyzing and evaluating policy information for advice provision Shadowing the Financial Adviser during client meetings Candidates should have several years of industry experience, be studying towards their Diploma in Regulated Financial Planning, and possess good knowledge of adviser analytical software, including experience with Intelligent Office. This is an exciting opportunity to join an established company at its growth stage with excellent career development prospects. If you believe you meet the requirements and wish to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial. #J-18808-Ljbffr