wealth management advisor jobs in Coventry

You will ideally be CTA qualified

You must have experience of managing Tax Advisors

You will possess a high level of expertise in all relevant direct taxes including Corporation Tax, Income Tax, Capital Gains Tax, Stamp taxes, Inheritance Tax and Employment Tax What are they offering?

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

Job Description Homecare Clinical Nurse Advisor The Wirral and surrounding areas Competitive salary + benefits (including company car & fuel card) Full time, 40 hours per week Main duties of the job We're looking for a versatile and confident Clinical Nurse Advisor to join our Nurse Flex team - a dynamic group working across multiple clinical programmes including biosimilars, wound care,...

Job Description Health & Safety Advisor (Site-Based)£40,000 - £45,000 + Remote + Mon-Fri + Company Vehicle + BenefitsCoventryAre you a Health & Safety Advisor with a NEBOSH qualification looking for a fully remote, flexible role with an expanding consultancy who are going from strength to strength, who offer full autonomy over your working week and opportunities to progress?On offer is the...

Protection Advisor Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? - Uncapped weekly commission earn what youre worth - Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) - Full training and ongoing development no previous protection experience needed - Work independently with the...

Wealth Management Relationship Associate - Berkswell We are looking for a new Wealth Management Relationship Associate to join our clients SJP firm, working in Berkswell. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, and liaising with their...

You will have access to a range of networks that represent our colleagues and allies and help us to continue to put diversity and inclusion at the heart of our business. We also recognise that wellness means different things to different people, and we want to help colleagues be at their best and feel well by offering a range of benefits to help you.

Job Description Senior Tax Adviser Location: CoventrySalary: £61,000 - £90,000 DOEStart: Immediately AvailableVisa: No Sponsorship or Graduate Visa candidates considered About the Opportunity Reed Accountancy Recruitment is proud to be partnering with a leading, forward-thinking accountancy practice based in Coventry. This firm is not your typical practice — they combine expert accounting,...

Job Description DHL Parcel UK (formerly UK Mail), is one the UK's leading integrated postal operators, delivering and collecting over 3 billion mail items and 50 million parcels per annum. As part of the Deutsche Post DHL Group, we have an extensive delivery network which covers the UK and over 220 countries. We are committed to pushing the boundaries of the postal and express parcel delivery...

A leading financial planning firm in Coventry is seeking a Wealth Administrator to support a Senior Financial Adviser. The role involves managing client journeys, processing new business, and liaising with providers. Ideal candidates have 2+ years in wealth management, strong organisational skills, and experience with Intelligent Office. A competitive salary of £32,000 and hybrid working are...

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

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

Job Description Our client, a well-established and growing business based in Coventry, is looking to appoint an experienced Finance Manager to join their finance team. This is an excellent opportunity for a qualified accountant to take on a key role within a dynamic organisation, overseeing all aspects of financial accounting, reporting, and analysis while managing a small team of finance...

You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals.

You must have 3+ years’ experience of providing financial advice on complex financial planning casesIdeally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this

You will have the drive and talent to push the department forward; working to achieve agreed KPIs and brand standards.

You must be able demonstrate a profitable and successful track record of delivering outstanding results as well as delivering exceptional customer satisfaction.

Job Description Senior Tax Adviser Location: CoventrySalary: £61,000 - £90,000 DOEStart: Immediately AvailableVisa: No Sponsorship or Graduate Visa candidates considered About the Opportunity Reed Accountancy Recruitment is proud to be partnering with a leading, forward-thinking accountancy practice based in Coventry. This firm is not your typical practice — they combine expert accounting,...

About the firm A highly respected chartered financial planning firm based in Meriden is looking for an experienced Wealth Administrator to join their growing team. The business has an excellent reputation for internal progression, with many of their senior team, including Paraplanners and Managers, having been promoted from within. You'll be joining a friendly, collaborative office of around 11...

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...

Senior Wealth Administrator - Berkswell Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the...

You should have solid experience with CRM software (C4C training will be provided), MS Office (particularly MS Excel). - An understanding of basic design software would be an advantage although not necessary as training will be provided for our in-house 3D design software. - To be able to build genuine confidence and trust using excellent listening, negotiation and presentation abilities.