wealth management advisor jobs in Coventry

Space 8 Recruitment are thrilled to be supporting this well-established and growing practice to recruit a Senior Tax Advisor. Who are they? This Accountancy Practice has been established for almost 50 years and continues to thrive and grow, adopting a cutting-edge approach to accounting and advisory services. The Role: This role reports into the Tax Partner and has 2 direct reports. The role...

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 Senior Tax Advisor - Firm of Accountants - Coventry We are recruiting for a dynamic and forward thinking firm of accountants in Coventry who are looking to recruit a Senior Tax Advisor. Overview To oversee the timely and effective completion of tax projects such as corporate reorganisations, employee share incentives and incorporations etc. Implementing agreed strategies to...

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...

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...

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 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,...

Fire Safety Advisor Location : Hinkley Point C Contract type: Permanent Start date: TBC Salary: Competitive Salary +benefits We are the leading provider of infrastructure services. At Altrad, we transform our nation's critical infrastructure to operate safely and sustainably. With over 11,000 talented people, we provide the full spectrum of critical engineering and construction services...

Role Summary Working as an integral part of the patient facing Appointments and Enquiries team in the Contact Centre, our Patient Advisors are responsible for supporting our patients in selecting and booking initial consultations with our leading Consultants, being a primary point of contact for patients seeking treatment at KEVII and arranging and providing information on the charges associated...

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...

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

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 will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General Certificate Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems.

We are seeking a Development Manager to lead a forward thinking team, exploring innovative and proven practices and technologies which enable Hutchinsons to deliver exceptional agronomic advice. Ranging across agronomic inputs, technology, crop production techniques, genetics and broader agronomy concepts, the Development team support our Advisors to provide industry leading advice to their...

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,...

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?

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...

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.