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You help your clients move forward. Is your career doing the same? \n If you are a qualified accountant, and you’ve built solid experience in practice, but your own development has slipped down the priority list, this could be a welcome change. \n This modern Coventry practice is looking for a Senior Accountant who enjoys variety, building client relationships and helping businesses make informed decisions. Your knowledge will be valued, your development supported and your contribution recognised - with a package that reflects it. \n You’ll have the opportunity to grow as a trusted adviser, collaborating with a varied client portfolio, support junior colleagues and continue building your career prospects. \n It’s a role that provides autonomy, delivering real value to clients and influencing business plans and outcomes. \n What’s on offer \n\n • Starting salary up to £60,000 per annum\n, • Company car or car allowance\n, • Profit share bonus scheme\n, • Flexible working hours and one day working from home each week\n, • Complimentary lunch when in office four days a week\n, • Opportunities for progression and ongoing professional development\n, • Private medical insurance following a qualifying period\n, • Team events and reward lunches\n, • A supportive and collaborative working culture\n, • Modern Coventry office with on-site parking\n\n Your role \n\n • Preparing and reviewing statutory and management accounts\n, • Overseeing the preparation of self-assessment, corporation tax and partnership tax returns\n, • Supporting clients with tax planning, including dividend and interest planning calculations\n, • Providing financial advice and identifying opportunities to support clients’ business objectives\n, • Guiding junior colleagues and developing their technical knowledge\n\n What you’ll bring \n\n • A qualified accountant, ACCA or ACA / ICAEW or equivalent, although QBE’s with prior experience in an accountancy firm will also be considered\n, • Technically strong, constantly up to date with adaptations in compliance standards\n, • Previous experience gained within an accountancy practice / firm as a Financial Accountant, Client Manager, Practice Accountant, Senior Accountant or similar\n, • IT skills including Excel and any accounting software (Xero, QuickBooks, Sage, TaxCalc etc).\n, • Solutions-focused with strong attention to detail\n\n Register your interest by applying today or call Ashley or Luke on to discuss this opportunity further, always in complete confidence. \n Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/261450 - Senior Accountant

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We have been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors including Puma Private Equity, and commercially supported by Lloyds Banking Group and Nationwide Building Society, we previously completed one of Scotland’s largest Series A rounds. Since then, we’ve continued to grow rapidly as adoption of AI in financial services accelerates, and we’re now scaling our engineering organisation to meet that demand. Our engineering team includes experienced software engineers and PhD-level AI specialists, with strong ties to the University of Edinburgh, giving you access to exceptional expertise and opportunities for continuous learning as part of the day-to-day work. The Role As a Senior Software Engineer at Aveni, you’ll be responsible for building and scaling the products that sit on top of FinLLM (the UK's first LLM for the Financial Services industry) and other LLMs, enabling financial institutions to adopt AI safely and effectively. You won’t be expected to build or train the LLMs themselves, instead you’ll be engineering the platforms, services, user interfaces and integrations that bring those models to life in the hands of advisers, analysts and banking teams. Your work will focus on: Designing and implementing robust event-driven microservices and APIs Building scalable, cloud-native systems on AWS Developing modern, responsive React front-ends Integrating LLM-powered capabilities into real-world workflows Collaborating closely with product and AI specialists to turn ideas into reliable, customer-ready features What you’ll be working with You should be comfortable with most of our core technologies: Node.js and TypeScript React and modern front-end tooling AWS (e.g., Lambda, ECS/Fargate, API Gateway, SQS/SNS, DynamoDB, RDS) NestJS or equivalent back-end frameworks Microservices and event-driven architectures We also actively embrace AI coding assistants (such as Claude Code) to speed up development, improve code quality and reduce repetitive work — and we encourage engineers to use these tools effectively. What we’re looking for: Experience building production systems using Node.js / TypeScript Hands-on experience developing UIs with React Solid understanding of cloud-native engineering on AWS Experience with microservices, messaging patterns and distributed systems A commitment to clean code, testing, observability and operational excellence A proactive and motivated mindset — someone who wants to build, ship and iterate quickly Interest in AI-powered products and a drive to learn Benefits at Aveni What you’ll love Remote-first working across the UK. Work abroad policy for when you want a change of scenery. Co-working spaces available if you want an office buzz sometimes. 34 days holiday (including flexible bank holidays) and your birthday off. Company-wide off-sites (yes, karaoke may happen). Optional Personal Development Plan. Flexible benefits platform: you choose the benefits that matter most to you (not the company). Protection essentials, because we know they matter - Life Insurance, Income protection, critical illness cover, Pension (up to 5% matched employer contribution and optional increased contributions). Private health- and dental care for your peace of mind. Potential share options, have a stake in what you’re building. Enhanced family leave. Join Us in Making a Difference At Aveni, we believe that diversity drives innovation. We've built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you're passionate about technology and its ability to drive positive change for the future of financial services, we'd love to hear from you. Even if you don’t meet 100% of requirements, we’d like to hear from you anyway if you believe you’d fit in. Apply now to join us on our mission to transform the financial services industry through AI.

Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows. We've been recognised as Fintech of the Year for two consecutive years and awarded Best Specialist Technology Service at the Professional Adviser Awards 2025. Backed by leading investors and commercially supported by major financial institutions, we're scaling quickly as adoption of AI in financial services accelerates. Our Wealth platform helps financial advice firms transform how advisers and paraplanners work, using AI to automate documentation, improve compliance and streamline client servicing. From meeting summaries and document generation to compliance file checking and workflow automation, we're helping firms deliver a better experience for both advisers and their clients. We're looking for a Product Manager – Wealth to lead the evolution of Aveni Assist, our flagship AI-powered platform for financial advice firms. The role This role is responsible for the strategy, roadmap and delivery of Aveni Assist, driving its continued evolution across core adviser workflows including meeting summaries, document generation, Letters of Authority, fact finds and compliance file checking. Unlike an early-stage product, Aveni Assist already has an established customer base and a strong market presence. Your focus will be on scaling the product through continuous improvement—enhancing customer workflows, increasing adoption and satisfaction, and delivering measurable value that drives retention and growth. This is a hands-on, high-ownership product role. You'll work closely with the Head of Product (Wealth) on product strategy while independently leading customer discovery, roadmap prioritisation, delivery and release planning. You'll collaborate with Engineering, Design, Customer Success and Commercial teams to ensure we're solving the right problems and delivering the highest-value outcomes. We're looking for someone who enjoys understanding complex customer needs, making evidence-based decisions and building products that customers genuinely value. What you'll be doing You'll own the Aveni Assist roadmap end-to-end, balancing investment between new capabilities, product quality and platform improvements to maximise customer and commercial impact. You'll lead continuous discovery with advisers, paraplanners, compliance teams and prospects, building a deep understanding of customer workflows and translating insight into product decisions. You'll rapidly validate ideas using prototypes, customer research and experimentation, reducing delivery risk before committing engineering effort. You'll own beta programmes for new capabilities, working closely with customers to gather structured feedback and determine when features are ready for general release. You'll partner closely with Engineering and Design to translate strategy into clear delivery plans, maintaining a healthy backlog and ensuring features are released with a high standard of quality. You'll build strong relationships across Engineering, Customer Success, Commercial and Marketing, acting as a trusted voice for the product and ensuring customer insight informs decision-making across the business. You'll use customer feedback, usage analytics and product metrics to guide prioritisation, measure success and continually improve the product. You'll stay informed about industry trends, adviser technology, AI developments and FCA regulation, ensuring Aveni Assist continues to lead the market. What we're looking for We're looking for someone with a proven track record as a Product Manager in a B2B SaaS environment, ideally with experience scaling an established product by improving customer satisfaction, adoption and retention. You'll have demonstrable experience leading customer discovery, translating customer insight into product decisions and working closely with Engineering and Design to deliver high-quality software. You'll have excellent product judgement, strong communication skills and the confidence to make difficult prioritisation decisions, balancing customer needs with commercial objectives. You'll be analytically rigorous, comfortable using both qualitative and quantitative data to inform decisions, and capable of building trusted relationships across technical and commercial teams. We're particularly interested in people who are proactive, self-directed and passionate about improving products through continuous iteration and customer feedback. Nice to have Experience with AI-powered products or machine learning technologies would be valuable, as would experience within financial services, wealth management or other regulated industries. Knowledge of FCA Consumer Duty, adviser technology platforms or wealth management workflows would be advantageous, but isn't essential. Experience running beta programmes, defining quality standards for AI-generated outputs or contributing to go-to-market activities would also be beneficial. Why join Aveni? You’ll work on genuinely difficult and meaningful problems at the intersection of AI, regulation and financial services. You’ll help shape a product category that is becoming increasingly important as financial institutions move from experimenting with AI to deploying it safely, responsibly and at scale. You’ll have real ownership, visibility and the opportunity to influence both product direction and market positioning at an important stage of Aveni’s growth. Benefits at Aveni What you’ll love: Remote-first working across the UK Company-wide offsites and regular in-person gatherings Work abroad policy Optional Personal Development Plan Flexible benefits platform, so you can choose the benefits that matter most to you Life insurance, income protection, critical illness cover and pension, with up to 5% matched employer contribution Private health and dental care At Aveni, we believe diversity drives innovation. We’ve built our business to ensure an inclusive workplace where everyone feels valued and empowered to contribute their best work. If you’re passionate about technology and its ability to drive positive change for the future of financial services, we’d love to hear from you. Even if you don’t meet 100% of the requirements, we’d still encourage you to apply if you believe you’d be a great fit.

You help your clients move forward. Is your career doing the same? If you are a qualified accountant, and you've built solid experience in practice, but your own development has slipped down the priority list, this could be a welcome change. This modern Coventry practice is looking for a Senior Accountant who enjoys variety, building client relationships and helping businesses make informed decisions. Your knowledge will be valued, your development supported and your contribution recognised - with a package that reflects it. You'll have the opportunity to grow as a trusted adviser, collaborating with a varied client portfolio, support junior colleagues and continue building your career prospects. It's a role that provides autonomy, delivering real value to clients and influencing business plans and outcomes. • Starting salary up to £60,000 per annum, • Company car or car allowance, • Profit share bonus scheme, • Flexible working hours and one day working from home each week, • Complimentary lunch when in office four days a week, • Opportunities for progression and ongoing professional development, • Private medical insurance following a qualifying period, • Team events and reward lunches, • A supportive and collaborative working culture, • Modern Coventry office with on-site parking, • Preparing and reviewing statutory and management accounts, • Overseeing the preparation of self-assessment, corporation tax and partnership tax returns, • Supporting clients with tax planning, including dividend and interest planning calculations, • Providing financial advice and identifying opportunities to support clients' business objectives, • Guiding junior colleagues and developing their technical knowledge, • A qualified accountant, ACCA or ACA / ICAEW or equivalent, although QBE's with prior experience in an accountancy firm will also be considered, • Technically strong, constantly up to date with adaptations in compliance standards, • Previous experience gained within an accountancy practice / firm as a Financial Accountant, Client Manager, Practice Accountant, Senior Accountant or similar, • IT skills including Excel and any accounting software (Xero, QuickBooks, Sage, TaxCalc etc)., • Solutions-focused with strong attention to detail #J-18808-Ljbffr

Location: Coventry Salary: £60,000–£80,000 + benefits A highly regarded accountancy and business advisory firm is looking for a Senior Business Adviser to join its expanding team in Coventry. This is an exciting opportunity for an experienced accountant or finance professional who wants to move beyond traditional reporting and compliance work into a role focused on commercial advice, strategy, and helping business owners achieve better results. Working with a portfolio of successful SME and owner-managed businesses, you will become a trusted adviser to directors, helping them understand performance, identify opportunities, and make confident decisions about the future of their businesses. As Senior Business Adviser, you will: • Manage and develop relationships with a portfolio of SME clients, • Act as a trusted point of contact for business owners and directors, • Review financial performance and provide clear commercial recommendations, • Help clients improve profitability, cash flow, and long-term business value, • Support strategic decisions around growth, investment, and business improvement, • Lead client meetings and provide practical, actionable advice, • Work alongside specialist teams to deliver a high-value advisory service This role would suit someone who is ready to use their financial expertise in a more commercial and relationship-focused environment. You may currently be: • A Senior Accountant, Client Manager, or Accounts Manager looking to move away from compliance-heavy work, • A Finance Manager, Commercial Finance Manager, or Financial Controller wanting broader exposure and more influence You will ideally have: • Experience working with SMEs or owner-managed businesses, • Strong understanding of profitability, cash flow, and business performance, • Confidence communicating with directors and business owners, • The ability to interpret financial information and turn it into meaningful advice ACA/ACCA qualification is desirable, but the right commercial mindset and communication skills are equally important. • Salary of £60,000–£80,000 depending on experience, • No routine compliance workload - focus on advisory and client relationships, • Established portfolio of clients, • Private medical insurance, • Enhanced holidays, • Flexible working arrangements, • Career development and progression opportunities This is a great opportunity for a finance professional who wants to play a bigger role in helping businesses grow, rather than simply reporting on what has already happened. #J-18808-Ljbffr

Hybrid IFA Administrator / Paraplanner Coventry Area | Full-Time | Office-Based | 9:00am – 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you’ll be joining a collaborative and structured team environment. • New business processing and submissions, • Liaising with providers and platforms, • Preparing client documentation and review packs, • Research and technical analysis, • Assisting with suitability report preparation, • Supporting advisers with ongoing case work, • Managing client records and compliance documentation, • Fully office-based (9:00am – 5:30pm), • Regular bonus structure, • Strong salary increases after Year 1 and Year 2, • Fully funded professional exams, • Clear long-term development opportunities, • A business that actively promotes support staff into Adviser roles If you’re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future, this could be a strong next step. #J-18808-Ljbffr

Job Title: Associate Client Adviser Location: Coventry We’re not your typical accountancy practice. Yes, we deliver expert accounting, tax, and advisory services but growth is at the heart of everything we do, for our clients and our business. That’s where you come in. We operate from modern premises in Coventry and provide excellent working conditions for everyone that chooses to create their career with Oldfield. Make the vision of transforming quality of life for business owners a reality the clients you are responsible for. Representing the Oldfield brand to our clients and developing a great relationship with them, in view of client retention and creating fans that will refer us to others. • Client Relationships & Communication:, • Understand client business objectives and business model and provide insight to support business strategy., • Build consistent trust with clients, proactively understand and respond to their needs., • Listen and support others during conversation, anticipating the needs of the client., • Proactive follow up of any meeting actions and queries., • Preparation and support for meetings – including agenda, KPI reports, and minute-taking during meetings., • Sales & Business Planning:, • Recognise simple upselling opportunities., • Target high-value opportunities and convert them with assistance of Senior Client Adviser., • Delivers a high-quality service that meets client expectations., • Independently achieve revenue targets through consistent effort., • Understand business principles, KPIs, what drives profitability, cashflow and business value., • Make independent decisions within scope of role, seeking advice from supervisors when faced with unfamiliar challenges., • Provide financial solutions to moderately complex problems., • Minimum of one year experience within an accounting role., • Good analytical and problem-solving skills., • Ability to work under pressure and to strict deadlines., • Readiness to learn sales skills to enable upselling to clients., • Willingness to develop an understanding of key tax matters – corporation tax, personal tax, IHT, CGT etc. Transforming quality of life for business owners, through creating, maintaining, and growing wealth. We’re accountants and tax advisers based in Coventry with over 45 years of experience in helping small to medium-sized businesses achieve success. We have a unique approach that enables us to support our clients in growing their businesses, generating cash, maximising profitability and building valuable businesses, at the same time as helping with top-level tax planning strategies that rival top-tier firms. • Quality client base – over 90% of our clients are over £1m turnover and have a growth mindset and are rapidly growing., • The size of our clients means that the work is both challenging and rewarding., • Opportunity to further advance business acumen and technical knowledge., • Embracing technology and systems to help you deliver and add value to clients., • Dedicated client service team to plan and manage workflow and completing admin work; enabling you to focus on client-facing time., • Supportive family culture – we’re in small teams so you feel supported, plus get exposure to more types of work., • Company car or car allowance option (after qualifying period in the role), • Profit share scheme (after qualifying period in the role), • Medical insurance (after qualifying period in the role), • Free quality lunch 4 days a week, • 30 days holiday (including bank holidays), • Reward lunches, • Opportunities for professional growth and development, • A supportive and collaborative work environment “For me personally, the best thing about working at Oldfield Advisory is the sense of satisfaction you can have in being able to help, assist and support a wide variety of clients and businesses in their financial affairs. You can play an active role in growing profitability of your clients by providing meaningful information to improve the effectiveness of management decisions.” Click here to submit your application #J-18808-Ljbffr

IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. • Preparing new business application packs, completing and submitting applications to product providers and platforms, • Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients, • Creating illustrations, investment quotes, and provider valuations as required by the adviser, • Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings, • Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales, • Liaising with investment platforms and providers to confirm execution and resolve any discrepancies, • Experience in an IFA or Wealth Management administration role, • Demonstrable experience processing new business, annual reviews, and fund switches or rebalances, • Experience working with product providers and investment platforms, • Working knowledge of FCA compliance requirements in a regulated advice environment #J-18808-Ljbffr

The Team Leader will provide day-to-day operational leadership for our CORE Project Coventry, ensuring that referrals move through the service promptly, staff are well supported and residents receive consistent, person-centred help. The postholder will manage workflow, caseloads, performance and case-recording standards, working closely with the Referral and Performance Administrator, Project Manager and Advisors. Key Responsibilities 1. Oversee the daily referral flow, case allocation and progression of work across Financial Resilience Advisers and Money Advisers., 2. Monitor the three-working-day initial contact standard, unallocated referrals, unsuccessful engagement and workflow exceptions, taking early action where deadlines or service standards are at risk., 3. Balance adviser workloads and caseloads according to urgency, complexity, staff capacity and the two contractual activity streams., 4. Ensure residents receive appropriate, proportionate support and that cases are progressed, followed up and closed in line with agreed procedures., 5. Manage day-to-day service pressures, staff absence and competing priorities, escalating significant capacity, delivery or safeguarding risks to the Project Manager., 6. Maintain clear operational procedures and support consistent practice across office-based, telephone, remote and outreach delivery., 7. Work closely with the Referral and Performance Administrator so that approaching deadlines, backlogs, recording gaps and performance concerns are identified and resolved promptly., 8. Support effective warm referrals and coordinated working with other Citizens Advice teams and community partners., 9. Staff Management and Development, 10. Provide regular supervision, one-to-ones, case discussions and day-to-day support to allocated staff, setting clear expectations and addressing concerns fairly and promptly., 11. Support induction, training and continuing professional development, ensuring staff understand CRF outcomes, referral criteria, Casebook recording, safeguarding, equality, information governance and KPI requirements., 12. Monitor individual performance, case progression and workload, recognize good practice and agree improvement actions where standards are not being met., 13. Promote a supportive, accountable and inclusive team culture in which staff communicate openly, learn from feedback and remain focused on client outcomes., 14. Contribute to recruitment, probation reviews, attendance management and other people‑management processes as required, following organisational policies. Quality and Casework Oversight 1. Monitor service quality in collaboration with the Quality Lead, accuracy and timeliness of case recording, action plans, outcome evidence and case closure, completing or coordinating proportionate file checks., 2. Ensure work follows Citizens Advice quality standards, contractual requirements, safeguarding procedures, UK GDPR, confidentiality, consent and information‑sharing arrangements., 3. Escalate serious quality, conduct, safeguarding or compliance concerns through the appropriate organisational route and maintain a clear record of actions taken., 4. Use learning from case reviews, complaints, client feedback and operational issues to improve procedures, staff practice and the resident journey. Performance and Service Improvement 1. Identify trends, delivery gaps and emerging risks, agree corrective action and monitor whether improvements are sustained., 2. Review referral volumes, response times, engagement, caseloads, intervention types, outcomes, financial gains and follow‑up activity against agreed targets., 3. Work with the Referral and Performance Administrator to validate KPI information, resolve data discrepancies and prepare accurate updates for the Project Manager and funder monitoring arrangements., 4. Identify trends, delivery gaps and emerging risks, agree corrective action and monitor whether improvements are sustained., 5. Support six‑ and 12‑month follow‑up arrangements and ensure learning about sustained outcomes, repeat crisis and unmet need informs service development., 6. Contribute operational evidence and recommendations to service reviews, audits, evaluation, research and campaigns activity. Partnership and Communication 1. Maintain constructive working relationships with referral teams, internal services and external partners., 2. Provide clear operational updates, respond to escalated referral queries and support consistent feedback to referrers within consent and information‑sharing requirements., 3. Attend relevant internal, partnership and contract meetings on behalf of the service, as agreed with the Project Manager., 4. Ensure communication with residents, staff and partners is professional, accessible and consistent with Citizens Advice equality, diversity and inclusion commitments. Other Duties and Responsibilities 1. Keep knowledge of relevant policies, systems and procedures up to date and complete training required for the role., 2. Prepare for and participate in supervision, management meetings and organisational learning activities, demonstrating commitment to the aims, principles and policies of Citizens Advice., 3. Abide by health and safety requirements and share responsibility for the safety of colleagues and service users., 4. Carry out other tasks commensurate with the role, as directed by a senior manager, to support effective service delivery and development. Company: Coventry Citizens Advice Salary: £32,723 to £34,680 a year, pro rata Hours: Part‑time Location: Coventry Working pattern: Hybrid - 1 day remote Job type: Permanent Posting date: 10 Sept 2026 Closing date: 10 Oct 2026 Proud member of the Disability Confident employer scheme About Disability Confident Disability Confident is a government scheme. It encourages employers to recruit and retain disabled people and those with long term health conditions. #J-18808-Ljbffr

Eden Rose in Coventry is seeking an experienced Financial Adviser to join a growing independent financial planning firm based in Balsall Common.

Ortus PSR in Meriden is seeking an experienced IFA Administrator to support a Financial Adviser and Paraplanner in a West Midlands office. The role is permanent with hybrid working and a 26,000–34,000 GBP salary plus benefits. The successful candidate will contribute to a client-centric service, ensuring accuracy, timely applications, and compliant processing across the full financial planning spectrum. #J-18808-Ljbffr

Apply before 11.59pm on 30 October 2026. The Generalist Adviser will support Coventry residents referred to the service to move from immediate financial difficulty towards greater stability and independence. The postholder will complete holistic assessments, agree personalized action plans and provide practical advice and casework on income maximisation, household costs, benefits and financial capability. They will recognise when regulated debt or other specialist advice is required and arrange an effective referral to partners organisations. Disability Confident is a government scheme that supports employers to improve how they recruit, retain, and develop disabled people. #J-18808-Ljbffr

A growing accountancy practice located in Coventry seeks an Associate Client Adviser to support client relationships and provide valuable financial insights. The role requires at least one year of experience in accounting, strong analytical and problem-solving skills, and a readiness to learn sales techniques. The firm offers a supportive environment with opportunities for professional growth, a profit share scheme, and competitive benefits like medical insurance and generous vacation time. #J-18808-Ljbffr

Coventry Citizens Advice is seeking a Generalist Adviser to support Coventry residents moving from immediate financial difficulty toward greater stability. The postholder will complete holistic assessments, agree personalized action plans and provide practical advice and casework on income maximisat

Financial Adviser - Balsall Common – Office Based.Are you an experienced Financial Adviser looking to join a growing independent financial planning firm that places long-term client relationships and high-quality advice at the heart of everything it does?.This is an excellent opportunity to become

The Generalist Adviser will support Coventry residents referred to the service to move from immediate financial difficulty towards greater stability and independence.

I’m working with a highly regarded independent financial planning firm based in Coventry that is looking to appoint an experienced IFA Support Administrator / Wealth Planning Assistant to join its growing team. This is a fantastic opportunity for someone who wants more than a traditional administration role and is looking to develop their career within financial planning. You’ll have the opportunity to work closely with experienced advisers, gain exposure across the full advice process and continue building your technical knowledge. The role supports a dedicated client bank and offers a varied mix of adviser support, client liaison, business processing and technical administration. • Supporting advisers throughout the client journey, • Preparing meeting packs and assisting with client reviews, • Liaising with clients, providers and third parties, • Processing new business and managing applications through to completion, • Supporting suitability reports and financial planning documentation, • Maintaining accurate records and ensuring FCA requirements are met, • Previous experience within an IFA, wealth management or financial planning environment, • Experience with business processing and provider interaction, • Excellent attention to detail and communication skills, • Level 4 Diploma in Financial Planning (DipPFS) or working towards this would be advantageous, • A genuine interest in developing within financial services The firm offers a supportive and collaborative working environment, with genuine opportunities for progression for someone who wants to build a long-term career within wealth management and financial planning. This is an office-based opportunity and would suit candidates across Coventry, Warwickshire, Solihull, Birmingham and surrounding areas. For more information or a confidential conversation, please get in touch. #J-18808-Ljbffr

Citizens Advice BANES is seeking a Generalist Adviser to support Coventry residents referred to the service, helping them move from immediate financial difficulty towards greater stability and independence.

They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. Qualifications: Proven experience in leading and managing teams within the financial services sector, with a track record of improving perfor

A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices n Colchester. Exposure to pensions, drawdown, or holistic financial planning is a plus.

IDEX Consulting Ltd is seeking an experienced Financial Adviser to take ownership of an established Colchester-based client book in East Anglia, delivering holistic financial planning and investment advice across a substantial portfolio (up to £50m AUM).

This role offers a clear pathway towards becoming a Financial Adviser, while also providing the opportunity to progress into a Paraplanner Manager position for the right individual. Would welcome the opportunity to progress towards becoming a Financial Adviser or Paraplanner Manager. Clear career p

Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and lender support. Mortgage Adviser Cambridgeshire. Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to sp

The role offers full training, exposure to client reports and financial planning, and a clear route into Financial Advice as you progress.

Provide holistic, regulated financial advice to new and existing clients. If you’re a Financial Advisor considering your next move—or simply open to a confidential conversation—apply via LinkedIn or message directly to find out more. Due to continued growth, we’re recruiting multiple Financi

A multi-office professional advisory company in the United Kingdom is seeking a Financial Planning Manager to lead a team of advisers. Ideal candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of experience in Financial Advice. The role involves driving performance, m

A leading financial advisory firm in Southwest London is seeking a newly qualified Financial Adviser. Ideal candidates should possess a Level 4 Financial Advice Qualification and have strong compliance awareness.

Are you an experienced Financial Adviser looking to join a growing, independent financial planning business where you can play a genuine role in the next stage of its growth?. As part of this continued expansion, they are looking to appoint experienced Financial Advisers who want to do more than sim

Exchange Street Claims & Financial Services is seeking a seasoned financial planner to advise an established client base and generate value through thorough client engagement. You’ll join a national firm that values structured onboarding and a track record of developing advisers from scratch.

Candidates should have a minimum of 2 years experience in financial advisory and be qualified to at least Level 4 Diploma in Financial Planning. A leading financial advisory firm in the UK is looking for experienced, ambitious, and client-focused advisers to join their team. This role presents an ex

Capricorn Financial Group is seeking a Mortgage Adviser for a self-employed role with introductory-led leads and remote work options, plus access to the Newmarket office.

Working alongside a team of Financial Advisers, you will provide high-quality technical paraplanning support across a varied range of financial planning cases. This is a fantastic opportunity for an experienced paraplanner who enjoys the technical side of financial planning, wants to work closely wi

You can't become a great financial planner if you're not seeing enough clients. This is a national firm that acquires client banks from retiring advisers. You'll join a team of 50+ advisers focused on servicing an existing client base properly.

Financial Divisions in the Essex area is seeking an experienced Level 4-qualified Paraplanner to progress towards Financial Adviser or Paraplanner Manager.

Exchange Street Claims ltd is hiring a competent financial adviser to deliver personalised financial planning and investment advice to an existing client base.

If you enjoy helping Financial Advisers raise their game and want a role where your coaching genuinely improves advice quality, this Financial Adviser Performance Coach job could be a great next step in your career. In this Financial Adviser Performance Coach role, you will work closely with Financi

Capricorn Financial Mortgages is an Appointed Representative of Sesame Limited, providing advisers with established regulatory, training and lender support. Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to speak to?. For the right adviser, t

You’ll contribute to research and report writing across pensions, investments, tax planning, trusts and protection, with close collaboration to Financial Advisers. Exchange Street Claims & Financial Services is seeking a paraplanner to join a busy technical planning team. A Level 4 Diploma in Fina

You will have previous experience in financial services administration, sales, financial planning. The business is client focused, providing independent advice on retirement and investments, a team of over fifty financial planning professionals, you can rest assured you are joining a great team of e

Are you an experienced Financial Adviser looking for a genuine long-term opportunity with a growing, independent wealth management business where you can inherit an established client bank and play an important role in its succession strategy?. As part of its continued expansion, they are looking to

Appleby-In-Westmorland, Cumbria (Office-based with 4-day week option).Q1/Q2 2026 (Looking specifically for the right delegate here ).Are you a driven and experienced.Infinite FS) is a key account of Quilter, offering trusted mortgage and protection advice across the UK.Based in the beautiful Cumbria

Eden Rose in Dorset is seeking an experienced Financial Adviser to join a growing, family-run wealth management practice.

RGH-Global Ltd is recruiting a Financial Adviser in Bournemouth to join an established wealth management practice. You'll provide high-quality financial planning and ongoing advice, with a hybrid working arrangement and a competitive package including a bonus. A Level 4 Diploma in Financial Planning

Eden Rose is expanding its wealth management team in the Midlands to deliver high-quality independent financial advice across pensions, investments, retirement and broader wealth planning. The successful adviser will contribute to a five-year growth plan, capitalising on strong client relationships

We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser, who are looking to take the next step into a client-facing financial advice role. Job Title: Junior Financial Adviser. This is an excellent

Exchange Street Claims & Financial Services is seeking a level 4 qualified financial planner (IFA or restricted) to advise clients on pensions and investments. You’ll be empowered as a self-starter, with CAS and 2+ years of adviser experience.

Exchange Street Claims ltd is recruiting a financial adviser to service an existing client base with full paraplanning and admin support. You’ll become part of a national firm that acquires client banks from retiring advisers.

Are you an experienced Financial Adviser looking to join a growing, independent financial planning business where you can play a genuine role in the next stage of its growth?. As part of this continued expansion, they are looking to appoint experienced Financial Advisers who want to do more than sim