Job offers for Financial Adviser jobs in Coventry

15/04/2024 | Fulltime | Coventry | Totaljobs 12 pcOur client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financia

26/04/2024 | Fulltime | Coventry | CV-Library | £16,312 / Year Independent Living Adviser (Appointeeships), your main duties will include - Acting as an appointee for a caseload of individuals to ensure all financial arrangements are properly documented and managed within Penderels Trust guidelines. - Ensuring Appointeeships are managed in a person-centred

26/04/2024 | Fulltime, Parttime | Coventry | CV-Library | £19,574 / Year Independent Living Adviser (Appointeeships), your main duties will include - Acting as an appointee for a caseload of individuals to ensure all financial arrangements are properly documented and managed within Penderels Trust guidelines. - Ensuring Appointeeships are managed in a person-centred

22/04/2024 | Fulltime | Coventry | CV-Library | £25,000 - £32,000 / Year Support senior staff in tax planning and advisory services for clients, identifying opportunities for tax savings and efficiencies. Bookkeeping and Record Keeping Maintain accurate and up-to-date financial records for clients, including recording financial transactions, reconciling accounts

15/04/2024 | Fulltime | Coventry | CV-Library | £21,000 - £23,000 / Year Discount scheme (discounts on several major retail/leisure brands) Simply Health/Dental Cover option or BUPA cover for qualifying roles Enhanced HR policies relating to various employee rights & entitlements Long service awards (5-40 years) Charitable giving options Financial support with eye-tests

15/04/2024 | Parttime | Coventry | CV-Library | £30,000 - £32,000 / Year & entitlements Long service awards (5-40 years) Charitable giving options Financial support with eye-tests/purchasing glasses (DSE users only) O2 Mobile discount scheme (up to 25% off) Candidate referral scheme (awards £750 for referring successful applicants to Macfarlane job vacancies) Your future with us Here

11/04/2024 | Fulltime | Coventry | CV-Library | £55,000 - £70,000 / Year Members in making large-scale financial decisions, and giving guidance on financial, investments, savings, pensions or insurance products. Management of the finances of the company and generation of weekly, monthly and annual financial reports, forecasts and projections. Management of the two-weekly

10/04/2024 | Fulltime | Coventry | CV-Library | £26,000 - £30,000 / Year Administrative support to Financial Advisors, including - Acting a main liaison between the Paraplanners and Financial Advisors - Updating and managing the diary system for a busy Financial Advisor - Liaising with clients - Preparing client review packs and documentation - Acting on post-meeting tasks - Dealing

10/04/2024 | Fulltime | Coventry | CV-Library | £30,000 - £35,000 / Year And financial security. Responsibilities - Provide mortgage and protection advice to clients. - Deliver outstanding customer service. - Utilise provided leads, including 5 to 10 remortgage leads per month, new enquiries, and introducers. - Maintain a focus on protection products. - Benefit from full admin

09/04/2024 | Fulltime | Coventry | CV-Library | £35,000 - £40,000 / Year Between the Practice and clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. To support the Practice when informing and advising clients on the financial strategies, plans and products