client manager paraplanner jobs in Bedworth

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...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

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.

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 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.

You will handle a varied caseload including:

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.

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.

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.

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...

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...

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...

An Exceptional Opportunity for a Fee Earner (qual or non qual) This role within our clients Private Client Department at the Nuneaton office could be the perfect next step for you. You’ll manage a varied caseload including Wills, Lasting Powers of Attorney, and Administration of Estates, working closely with clients and developing your skills in a supportive, collaborative environment. What...

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...

Job description About the role We are a chartered financial planning and employee benefits practice, directly regulated by the FCA and we're growing. We're now looking for a Client Relationship Manager, Employee Benefits to join our expanding team. In this role, you'll be a key point of contact for our corporate clients, supporting them across a broad spectrum of employee benefit schemes. These...

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-established law firm is seeking an experienced Private Client Locum to manage a diverse caseload, including Wills, Lasting Powers of Attorney, and Probate. Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below. This is a temporary role for approximately 6 months, requiring a qualified solicitor with over 4 years of PQE in...