financial services paraplanner jobs in Coventry

About Intellias Intellias is a European-founded AI, Data and Software Development company with global delivery capability across Europe, India and Latin America. For more than 20 years, we've empowered our customers to embrace innovation at scale and contributed to the success of the world's leading brands. The company is featured in the Inc 5,000 Europe and IAOP Global Outsourcing...

You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis

You should have good understanding of investment, retirement and pension products in relation to financial planning

You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent

Job Description This is an excellent opportunity for a Financial Accountant to join a Not For Profit organisation based in Warwick/Coventry. The role requires a detail-oriented professional to manage financial reporting and ensure compliance with accounting standards. Client Details The organisation is a well-established Not For Profit entity committed to delivering imperative services....

You should be a commercial Finance Director who will do more than manage numbers—you'll influence decisions, guide growth, and transform operations across the UK business. This is a career-defining opportunity to join a global leader and make your mark.

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.

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 hold a CQC registration and be registered as a Service Manager within depth knowledge and experience in a health or care setting and supporting service users of various needs moderate to complex in both supported living and multi occupancy living.

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.

Job description About the role We are a chartered financial planning and employee benefits practice, directly regulated by the FCA, with a reputation for delivering clear, personal and professional advice. As our business continues to grow, we are now seeking a Junior Financial Adviser to join our team and build a long-term career in holistic financial planning. This is an ideal opportunity for...

Location COVENTRY Salary £60000 - £90000 TypePermanent WorkplaceHybrid Ref89083 Recruiter Managing This Role Independent Financial Adviser West Midlands Up to £90,000 The opportunity for a Financial Adviser to join a firm of professional independent financial consultants based near Birmingham. The firm provides leading advice to a diverse range of clients, all looking for the same unique...

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

Senior Commercial Finance Manager - Engineering Location: Coventry, UK Salary: £67,500 - £72,500 per annum Reporting to: Finance Director About Our Client Our client is a leading engineering solutions provider serving major industrial and infrastructure clients globally. With operations across multiple countries and a talented workforce, they deliver innovative engineering services and...

Job Purpose Enterprise Applications department is part of the Digital Services function at the MTC, deploying and supporting the enterprise applications used by MTC colleagues. Dynamics 365 Support analyst role focuses primarily on supporting Microsoft Dynamics 365 systems through incident & request process. Collaboration with applications owners to determine priorities, required capabilities,...

You will work alongside investment managers to offer dual benefits to clients and nurture relationships with professionals for referrals. This position offers an excellent opportunity in a growing business.

Location COVENTRY Salary £26000 - £30000 TypePermanent WorkplaceHybrid Ref88949 Recruiter Managing This Role Financial planning administrator Meriden, Coventry Salary: £25,000 £30,000 Duration: Full time, Permanent, Flexible, Hybrid, Part time We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden...

A growing financial planning firm is seeking an experienced Senior Paraplanner to deliver comprehensive financial advice. The ideal candidate will work with a collaborative team, providing tailored solutions and mentoring others. Key responsibilities include preparing suitability reports, conducting research, and ensuring compliance. Strong communication skills and a proactive attitude are...

Are you an ambitious Financial Planner looking to take the next step in your career, with the perfect blend of existing clients and room to grow? We're working with a well-established independent financial planning firm that's looking to hire a talented Independent Financial Planner to join their expanding team. This is a fantastic opportunity for an Adviser with 2-5 years' experience who's...

Financial Adviser - Berkswell Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by the practice. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business...

Are you ready to take the next step in your financial planning career? We're partnering with a growing, independent financial planning firm based in Coventry (Meriden), offering a rare and exciting opportunity for a Junior Financial Adviser to join their established and supportive team. You'll work directly alongside a highly experienced Financial Adviser and Director, gaining first-hand...

Job description About the role We are a chartered financial planning and employee benefits practice, directly regulated by the FCA, with a strong reputation for delivering clear, personalised and professional advice. As part of our continued growth, we're looking for a qualified Independent Financial Adviser to join our expanding advisory team. You'll provide holistic financial planning to a...