wealth planning administrator jobs in Coventry

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...

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...

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.

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...

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...

Estates & Services AdministratorLocation: Coventry Contract: Permanent, Full Time Salary: £28,923 per annum The OpportunityWe are looking to recruit an Estates & Services Administrator to join a busy and supportive team within a leading housing and community organisation in the Coventry region.This is a varied and essential role providing high-quality administrative and clerical support to the...

Job Description We are recruiting Field Sales Representative promoting the work of some of the country’s most prestigious charities. You’ll get a basic salary of £25.4K with the opportunity to earn £47K+ in OTE. What you’ll get: •£25.4k guaranteed basic salary. •Regular incentives and bonus (giving a realistic OTE £47k) •Healthcare plan worth up to £900 per annum. •28 days annual...

Patient Administration Lead Meriden Hospital, Coventry 37.5 Hours & Permanent Salary: Up to £31,000.00 per year (depending on level of experience, training and qualification) Overview The Meriden Hospital is part of Circle Health Group, Britain's leading provider of independent healthcare with a nationwide network of hospitals & clinics, performing more complex surgery than any other private...

With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals. Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, looking for a new...

You will refer to problem solving hubs and comprehensive guidelines to support with thisInputting Data onto the systemPreparing PapersCreating and updating recordsEmail correspondenceGeneral Administration Duties Clearance level (to be applied for by Brook Street upon a successful application):

You will be responsible for general administrative duties, including creating and managing tasks on a CAFM system, coordinating day-to-day workloads, and ensuring smooth communication between the Project Manager, engineers, and other team members. Key Responsibilities:Task Management: Create and track tasks on the CAFM system, ensuring timely and accurate data entry.

Join a well-established housing organisation in a fulfilling role that makes a real difference to people's lives. This Estates & Services Administrator position offers the chance to support the Estates & Services team in Coventry, helping to ensure the smooth running of essential services within a professional, supportive environment. The role is offered on a temporary contract for 7 weeks,...

Senior Administrator Full Time - Monday to Friday Start Date: December Salary: £25, - £30, per annum Location: Coventry - Central location with excellent public transport links Are you an experienced Senior Administrator looking for your next step? Do you want a meaningful role where your skills make a real difference? Do you enjoy supporting others, bringing structure to busy environments, and...

You will also support and take an active role in Technical Project work. To be successful in this role it will be essential that you have a Food Science Degree or equivalent. Experience with retail specification systems, such as APP and ORBC, would be an advantage. If you are numerate and literate, competent with Microsoft Excel, Word and PowerPoint then this could be the role for you.

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...

Job Description We are recruiting Door-to-DoorField Sales Executives, promoting the work of some of the country’s most prestigious charities. You’ll get a basic salary of £25.4k with the opportunity to earn £47k+ OTE. What you’ll get: - £25.4k guaranteed basic salary. - Regular incentives and bonus (giving a realistic OTE £47k) - Healthcare plan worth up to £900 per annum. - Death in service...

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...

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...

Job Description We are recruiting Private Site Field Sales Executives promoting the work of some of the country’s most prestigious charities. You’ll get a basic salary of £25.4K with the opportunity to earn £47K+ in OTE. What you’ll get: •£25.4k guaranteed basic salary. •Regular incentives and bonus (giving a realistic OTE £47k) •Healthcare plan worth up to £900 per annum. •28 days annual...

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...