client manager paraplanner jobs in Coventry

You willbe providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing.

You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products.

You will provide technical training and support to junior staff to develop the wider advisory capabilities of the whole team.

You will have solid private client advisory experience - Effective team leadership

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

Private Client Lawyer Be the Trusted Expert Clients Turn To Location: Coventry & Warwickshire Contract: Permanent, Full-Time Salary: Competitive + Brilliant Benefits Are you a private client lawyer who thrives on autonomy, precision, and genuine client care? Were offering a standout opportunity to join a respected, forward-thinking firm where your expertise will be valued, your development...

Wealth Management Executive/Paraplanner - Berkswell We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely. Responsibilities: Support...

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

An established and well-regarded law firm is seeking an experienced Private Client Solicitor to join its growing team in Coventry. This is an excellent opportunity to work within a supportive, collaborative environment handling high-quality private client matters while developing long-term client relationships. While professional experience and qualifications are key for this role, make sure to...

You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills.

A leading tax recruitment firm in Coventry is seeking a Personal Tax Manager to oversee compliance and advisory for personal tax work. This position requires strong leadership abilities, client relationship management, and a minimum of three years in a senior tax role. The successful candidate will manage a portfolio, guide a personal tax team, and ensure all compliance aspects are addressed...

You will work on various events from high-profile launches to intimate gatherings while mentoring junior team members. This position also offers a variety of benefits including private medical insurance, hybrid working, and generous leave policies.

About you The successful candidate will be highly motivated to develop existing relationships and confident when dealing with Higher net worth clients across a broad spectrum of backgrounds Key responsibilities will include: Management of a portfolio of High net worth Individuals, Partners and Business Directors Preparation of complex tax returns. Advising on a wide range of tax...

The UK's leading specialist fitness and leisure recruitment agency. Service and Delivery. Contact us 07746 791415 or email contact any of the team via People Client Success Manager - Active Insight Remote (UK) - Ideal Location West Midlands c£32,000 + Bonus We are looking for a Client Success Manager who’s passionate about helping people and businesses thrive. At our core, we believe in...

You will drive sales opportunities and ensure client satisfaction while working closely with the Sales Manager and Client Services team. The role includes managing key accounts, achieving financial goals, and providing actionable market insights. A background in client services or sales, along with strong communication skills, is essential.

You will be auto‐enrolled onto the scheme from day one of service and are covered for the duration of your working life with the organisation or until your 75th birthday, if still employed by CW Mind. The cover is for a payment of 2 x gross salary (tax free), should you die whilst in service with CW Mind.

This is a newly created Private Client Tax Director roleEstablished West Midlands Practice About Our Client Our client is a well-established professional services firm with a strong reputation in the area. As a medium-sized organisation, they specialise in delivering tailored tax and financial solutions to a diverse range of clients. Job Description Oversee and manage private client tax...

You will provide expert legal services within a friendly and supportive team environment, ensuring high-quality, professional, and clear advice at every stage. Key Responsibilities

A well-regarded law firm in Coventry is seeking an experienced Private Client Solicitor. Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. The role involves managing a diverse caseload, providing clear legal advice, and maintaining strong client relationships. Ideal candidates will have 2-5+...

A respected law firm in Coventry is seeking an experienced Private Client Legal Assistant for a full-time, office-based role. The successful candidate will provide administrative support to the Private Client team, assisting with probate files and client liaising, while maintaining high client service standards. Ideal for those passionate about Private Client law, this position offers ongoing...

Private Client Legal Assistant Full-time | Office-based A well-regarded and growing law firm is currently seeking an experienced private client legal assistant to support its busy and expanding Private Client team. This is an excellent opportunity for someone with a genuine interest in Private Client work who is looking to build a long‐term career within a supportive environment. Key...