Wealth Manager jobs in Coventry

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 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...

Market Design Lead – Switching & Registration Who Are RECCo? We are an independent, non-profit organisation responsible for the Retail Energy Code — a key part of how the GB retail energy market is regulated. But we don't just manage rules. We look ahead, not just react, helping the market change in the right way. We deliver secure digital services, clear governance, and practical solutions...

Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge the...

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.

At Stark UK, we believe that our greatest asset is our people We're not just a team; we're a vibrant community driven by decency, passion, and pride in everything we do. We are committed to creating a dynamic workplace where everyone can thrive and unleash their full potential. If you're looking for a place where your ideas are not just welcomed but celebrated, you've found your home. As a...

You will influence strategy, own sector growth and share in our overall business success through our Employee Ownership Trust structure, which rewards sustained performance and contribution. Key Responsibilities - Build and execute a sector growth plan for Retail Banking, Insurance, Wealth Management, Payments or Fintech.

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

You will join us on a full time, permanent basis, working a mixture of day and night shifts.

You must also be able to read and interpret CAD traffic management drawings and be aware and comply with the provided RAMS. What benefits will you receive?

You must have the right to work in the UK Additional Information: We are committed to our planet In each project we design, engineer and operate we care deeply about the legacy we’re leaving behind. As part of our team, you’ll have a unique opportunity to use your skills and expertise to shape a better future for our communities in the UK, and all around the globe.

Location COVENTRY Salary £26000 - £33000 TypePermanent WorkplaceHybrid Ref88152 Recruiter Managing This Role IFA Administrator Meriden, Coventry Salary: £26,000 £33,000 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 office and assist...

You will be a good teacher with experience of teaching upper KS2. There is an expectation that teaching commitment will be flexible but will involve some teaching of Year 7-9 Maths lessons and support for small intervention groups, and occasional Maths cover teaching. With your specialism you will also support research, staff training and quality assurance activities.

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 IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional...

STARK UK is on a bold journey to become the leading builders' merchant in the UK. As part of our transformation, we're building a dynamic, insight-led Marketing function that drives commercial impact and brand reputation across our portfolio of business brands. From household names, such as Jewson, which helps the best small and medium builders in town, to customers being supported by JP Corry in...

Job Title: Venture Partner/Capital Raising Partner | Sustainable Private Equity & VC Location: Remote / Flexible (UK Based) Contract: Self-Employed (High Uncapped Commission) Do you hold the keys to a network of High Net Worth Individuals, Family Offices, or Professional Investors? Sustainable Wealth Group is looking for experienced Capital Raising Partners to join our ecosystem. We bridge 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 be able to demonstrate commitment and understanding in order that every student gets the personal support and challenge they need to progress and reach their full potential. We are dedicated to delivering a learning experience to all students which is stimulating and enjoyable, drawing from a wealth of extended learning environments and enrichment activities.

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...