Financial advisor jobs in KenilworthCreate job alerts

Business Architect // Enterprise Architect // Housing Management System // £550-700/day (OUTSIDE IR25) // initial 3-6 months We are supporting a large UK housing organisation undertaking a critical review of its Housing Management Systems (HMS) landscape. An experienced Business Architect is required to provide strategic insight, options analysis, and clear recommendations to inform future HMS investment and delivery decisions. This role sits at the intersection of housing operations, technology, and strategic change. You will work closely with housing leadership, IT, and operational teams to assess current systems, evaluate future options, and shape a pragmatic, business-led roadmap. Key Responsibilities Housing Management System (HMS) Expertise • Bring deep, hands-on experience of housing management systems covering tenancy, rents, repairs, assets, and compliance, • Analyse end-to-end housing processes underpinned by HMS platforms, • Review system configuration, customisation, and data quality, • Review existing HMS architecture and surrounding application landscape, • Analyse integrations with finance, CRM, mobile solutions, and BI platforms, • Identify duplication, manual workarounds, and legacy system constraints, • Evaluate existing internal systems and modules for reuse or consolidation, • Compare market-available HMS solutions against business needs and sector best practice, • Apply strong understanding of SaaS-based HMS platforms, data models, and integration patterns, • Produce clear, compelling business cases for HMS-related investment, • Develop options analysis (retain, enhance, or replace existing platforms), • Quantify financial savings, service improvements, and risk reduction, • Work confidently with housing executives, IT leaders, and service heads, • Translate complex HMS and technical concepts into clear business impacts, • Facilitate HMS discovery and assessment workshops with operational teams, • Demonstrate understanding of HMS data migration, transition risks, and cutover approaches, • Recognise user adoption, training, and organisational change impacts, • Proven experience as a Business Architect or senior housing systems specialist, • Strong background in housing management systems within a social housing or local authority environment, • Comfortable operating at both strategic and detailed levels

SF Recruitment have partnered with an organisation in Coventry who are looking to recruit a permanent Sales Advisor, ideally from the construction industry to operate from one of their sites. \n \nSalary: £33,000 \nWorking pattern: either Thurs-Mon 10am-5pm or Saturday - Weds 10am-5pm with 1 weekend off every 4 weeks \n \nResponsibilities will include: \n \nMaintaining an up to date knowledge of the product and its construction, relevant local information, competitors, our unique selling points, \nEnsuring Health & Safety Policy and Personal Safety Policy is adhered to and all visitors are made aware of the requirements to wear PPE when entering the construction areas of the development. \nInitiating approaches to prospects, recording and following up all visitors, regularly updating and progressing all prospects via Weekly Visitors Analysis forms and CRM system. \nTaking reservations and initiating all paperwork with speed and accuracy to support such sales, ensuring all purchasers understand the sales process, including financial and legal aspects. \nEnsuring all timescales are adhered to by pro-active contract and completion progressing to meet or exceed set targets. \nBuilding up good working relationships and having a continuous liaison with solicitors, estate agents, banks and building society managers and valuers. \nRegular contact with the recommended Financial Advisor to ensure knowledge of the mortgage market and available products is up to date. \nComplying with and uphold company policies and procedures. \nUndertaking any additional tasks as may reasonably be required from time to time

Credit Controller/Collections Support, ASAP start, 3 month temporary assignment, Coventry Your new company Join a forward-thinking, customer-centric business committed to delivering exceptional service throughout the full lifecycle of every contract. Your new role As a Credit Controller/Collections Support Advisor, you will play a vital role in managing inbound and outbound customer contact - handling high volume calls and enquiries with professionalism and care. Your primary responsibility will be to deliver outstanding customer service while managing all customer requests throughout the duration of their contract using an in-house contract management system. Using your initiative, you’ll identify effective solutions for customer needs, support credit control activity, and spot opportunities for contract renewals to enhance revenue. A core part of your role will be ensuring all interactions align with service level objectives and quality standards. You will provide a high-quality telephone service, ensuring department service levels are consistently achieved. You will understand customer needs and deliver appropriate solutions that align with company processes, with a focus on customer retention and renewal opportunities. You will manage customer requests throughout the life of the contract, including complex enquiries such as financial modifications. You will oversee the end-of-contract process, ensuring timely return of vehicles and identifying opportunities for extensions or renewals. You will handle complex enquiries via phone and tailored written responses, escalating matters appropriately. You will maintain an up-to-date knowledge of products, processes, systems, and compliance obligations. What you'll need to succeed To be successful in this role, you look to have a passion for customer service and strong experience of managing high-volume inbound and outbound calls - ideally you will come from a call centre environment. You will have experience in collections or credit control. You will have confident verbal and written communication skills and strong organisational skills. You must be immediately available to start a temporary assignment and able to commit to a 3-month temporary assignment. What you'll get in return You will have the opportunity to join a dynamic, supportive organisation that values its people and promotes internal growth. You will contribute to customer experience and operational improvement. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. 4771872

Senior Client Advisor - Exciting Opportunity with a Leading Accountancy Firm\n\nAre you an experienced Senior Client Advisor with a strong background in business strategy and advisory? Do you have the expertise to guide clients through complex transactions, including mergers and acquisitions, while building long-term relationships? If so, we have the perfect opportunity for you. \nWe are partnering with a forward-thinking, progressive accountancy firm seeking a talented Senior Client Advisor to join their growing team. In this critical role, you will be the primary point of contact for a diverse portfolio of clients, delivering top-tier advisory services across a variety of sectors.\n\nWhat's on offer\n\n. Very competitive base salary \n. Company car or car allowance, after probation. \n. Profit share scheme after probation. \n. Medical insurance after probation \n. 30 days holiday (including bank holidays) \n. Flexible working hours \n \nJob Summary:\n\nYou will be the primary point of contact for a portfolio of clients, you will be responsible for delivering exceptional advisory services across a range of sectors, including confidential advice on mergers and acquisitions. This role is ideal for candidates who have a strong background in advisory, business strategy, and client relations, and who are comfortable offering expert guidance on complex transactions. You will be a trusted partner to our clients, understanding their business needs and providing tailored solutions that add real value.\n\nKey Responsibilities: \n. Client Relationship Management: \no Be the main point of contact for your clients, chairing all regular meetings such as quarterly business reviews and planning sessions. \no Develop a comprehensive understanding of each client's business and needs, ensuring all actions align with their best interests. \no Oversee and answer client queries via phone and email in a timely, professional manner. \no Advocate for your clients within, ensuring that their needs are prioritized and driving results that benefit them. \no Facilitate client interactions with other teams (e.g., tax, accounting, or project management) to ensure smooth collaboration and timely delivery of services. \n. Business Development & Sales: \no Identify sales opportunities during client interactions, working closely with the tax team to explore potential solutions and take them to the next stage. \no Uncover client needs by asking insightful questions, creating tailored solutions, and articulating the value proposition to clients. \no Define and create new chargeable projects and develop innovative solutions that align with the client's objectives. \n. Mergers & Acquisitions Advisory: \no Provide strategic, confidential advisory services on mergers and acquisitions (M&A) for clients across various sectors within your portfolio. \no Analyse client businesses and market conditions to advise on potential M&A opportunities, structuring deals, and guiding clients through the entire transaction process. \no Serve as a trusted advisor on complex business decisions, helping clients navigate the M&A landscape with confidence. \n. Team Mentorship & Development: \no Share knowledge and best practices to enhance the quality of client service and internal collaboration. \n. Client-Centric Mindset: \no Ensure clients experience our core values in every interaction, upholding our high professional standards in meetings, communications, and service delivery. \no Monitor client satisfaction and work proactively to address any issues or concerns. \n. Financial & Business Insight: \no Understand key business principles, KPIs, and factors driving profitability and cash flow, using this insight to help transform the quality of life for your clients. \no Stay informed of industry trends and the economic environment, using this knowledge to provide expert guidance to clients. \n \nRequired Qualifications & Attributes: \n. Tax Knowledge: Solid understanding of key tax matters, including Corporation Tax, Personal Tax, IHT, CGT, and other relevant tax laws. \n. Business Systems Knowledge: Knowledgeable about how business software systems work, enabling you to advise clients on managing their business reports and ensuring financial accuracy. \n. M&A Experience: Proven experience in advising on mergers and acquisitions across different sectors, with a deep understanding of transaction structures, valuation, and the M&A process. \n. Business Acumen: Understanding of various business models, their revenue generation, and the accounting methods tied to different industries. \n. Sales Skills: Willingness and ability to learn and apply sales techniques to upsell and cross-sell services to clients. \n. Experience: A minimum of two years' experience in an advisory role, with specific expertise in M&A or other high-level business advisory services.\n\nInterested?\n\nIf you are an experienced Senior Client Advisor with accountancy practice experience and looking for your next opportunity, we would love to hear from you!\n\nContact:\n\nLouisa Morgan\n\nCall: (phone number removed)\n\n#INDLM25

Finance & Compliance PMO Initial 6 month Contract We need an experienced Finance PMO acts as the organisational lubricant and coordination hub for the accounting and finance function across our clients European entities. With nine European subsidiaries operating under different local regulations, statutory requirements and audit frameworks, this role ensures that multiple finance related projects — particularly statutory audits and regulatory changes — are structured, executed and delivered in a controlled and timely manner. The role combines strong project management capability with a solid understanding of audit fundamentals, enabling efficient coordination between internal teams and diverse third party service providers. You will be responsible for: Multi-country Statutory Audit Project Management • Coordinate statutory audit projects across multiple European jurisdictions, • Develop and maintain comprehensive audit project plans covering: Timelines, Responsibilities and Key milestones and dependencies, • Track progress across all entities and proactively identify delays, conflicts or risks, • Ensure local audits are completed in alignment with group expectations and deadlines Audit & Compliance Knowledge Support • Possess a solid foundational understanding of: Statutory audit processes, Audit cycles, deliverables and documentation requirements, • Act as a knowledgeable counterpart to auditors, facilitating efficient communication rather than purely administrative coordination, • Ensure audit requests are properly scoped, tracked and followed up internally, • External Advisor & Third-party Coordination, • Manage relationships and interactions with multiple third parties, including: Local statutory auditors, Financial advisory firms and other professional service providers, • Coordinate inputs, manage expectations and ensure alignment across countries, • Reduce friction and inefficiency caused by fragmented communication Cross-functional Project Delivery • Lead finance related projects requiring collaboration across multiple departments, • Coordinate stakeholders from Finance, IT, Operations and other functions, • Ensure project objectives, responsibilities and deliverables are clearly defined and followed through Regulatory Change & Initiative Tracking • Support large scale regulatory or compliance initiatives impacting Finance operations, • For example, coordinate preparation for EU-wide E-invoicing implementation, including: Tracking regulatory requirements by country, Coordinating internal readiness activities and Following up on detailed tasks across teams, • Maintain visibility over complex, fragmented initiatives and ensure nothing falls through the gaps This will be an initial 6 month contract role with a competitive rate of pay. Ideally were looking for a candidate who is/has: • Strong project management skills with proven ability to manage multiple parallel workstreams, • Solid understanding of audit processes and finance fundamentals, • Strong communication and coordination capability across internal and external stakeholders, • High attention to detail and follow-up discipline, • Ability to operate effectively in complex, multi-country environments Applications: Please apply with updated CV and details of current rate/salary and notice period. If you are shortlisted, you will be contacted prior to submission. If this role is not for you, but you know some who may be interested, please forward the details on to them. We offer a referral scheme. Arden White is an equal opportunities employer. If you have any specific requirements or require assistance or reasonable adjustments to be made for you during the selection process due to disability or long-term health condition, we will do our best to assist you.

A charitable organization seeks a Frontline Specialist Advisor to provide vital financial well-being advice and support to individuals affected by cancer. Exceptional communication and assessment skills are essential, along with experience in financial advice.

Benefits include pension contributions, annual leave, wellness days, and financial advice.

The Frontline Specialist Advisor will act as the first point of contact for people affected by cancer seeking financial well-being advice, guidance, and practical support.The role will involve providing specialist triage, initial assessment, and advice, ensuring individuals are directed to the most

Assess and coach Apprentices who are undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3 and Mortgage Advisor Level 3. Ideally hold a Level 3 Financial Services qualification (or equivalent) e. Financial Services Assessor Trainer (Mortgage Advice).

Are you a senior practice accountant seeking a role that offers both flexibility and autonomy? If so, this "mini Partner" role is for you! Part time / reduced schedule also considered, 4 days, maybe 3 In this regionally established practice in Leamington Spa, the Senior Accountant takes ownership of their own portfolio with emphasis being on client relations, almost acting as an outsourced Finance Director. Collaborating closely with clients is key, supporting them in a wide array of aspects including forecasting, banking, strategic tax planning as well as ensuring statutory requirements are adhered to. You'll act as their trusted advisor on a multitude of areas. This is career opportunity that offers autonomy in work, true work life balance with hybrid & flexible working patterns including the option for part time hours as well as uncapped career progression all within a supportive, family-feel culture. Key Responsibilities: Supporting your clients directly, helping them to achieve their ambitions and goals Planning & preparation of accounts for a portfolio of owner managed businesses (OMBs) - limited companies, partnerships, sole traders Oversee and prepare corporation tax returns, partnership and personal tax returns Reviewing and providing feedback on financial accounts produced by juniors members, providing advice and guidance in their own personal professional development. Ideal candidates will be: 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, Accounts Manager or similar IT skills including Excel and any accounting software (Xero, QuickBooks, Sage, TaxCalc etc). What's on offer: Base salary up to £55,000 dependent upon experience Reduced schedule also considered, 4 or 3 days (salary then pro rata) Hybrid working from home Agile and flexible working patterns Friday early finishes Private medical health insurance including a free Fitbit! Other Wellness programmes & initiatives Regular team and social events Casual office dress. Register your interest by applying today or call Ashley or Luke on (phone number removed) to discuss this opportunity further, always in complete confidence. 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/(phone number removed) - Senior Accountant

Management Accountant Location: Coventry, West Midlands, CV3 2RQ Salary: Competitive, DOE Contract: Permanent, Full time Benefits: Competitive salary Contributory pension scheme Life cover Incapacity benefits Cash Back Medical Scheme About the Company: We are an innovative medical devices manufacturer of advanced wound care products, including combination products, from gelling fibres and fabrics. We deliver innovative, cost effective and quality products and solutions for the advanced wound care industry helping to improve patient care and wellbeing. About the Role: We are seeking a motivated and enthusiastic individual to join our team as a Management Accountant. In this role, you will be responsible for preparing insightful financial analysis and management accounts to support accurate financial reporting, planning, and forecasting. You will play a key part in delivering process improvements, supporting the processing of financial transactions, and ensuring that robust controls are in place and operating effectively. We are looking for someone who is eager to make a real difference, thrives on challenges, and is ready to contribute to the ongoing success of our team. If you have a passion for financial excellence and a drive to innovate, we'd love to hear from you. Duties to include: Identify, investigate, prioritise and deliver process improvements. Provide support for transaction processing of Sales ledger, Purchase ledger, Cash and Fixed Assets to fulfil segregation of duties requirements. Uses judgement to ensure that complex matters within these areas are appropriately accounted for and documented. Full responsibility for accounting for stocks and cost of sales, intangible assets and some other areas in line with FRS-102, highlighting any differences to group reporting requirements. Responsibility for preparing and ensuring the accuracy of Office of National Statistics returns, VAT returns, intrastat returns and other HMRC returns such as PSA and Class 1 A NI. Prepare monthly management accounting reports including variable product costs and fixed product costs, (non-product) department costs, capital reporting and balance sheet reconciliations. Use, review, maintain and update appropriate documentation of process flow and specific procedures including control mechanisms that operate. Produce relevant notes for the statutory accounts and provide relevant support to planning and forecasting process. Be an expert advisor and administrator for Orderwise general ledger and ensure that opportunities for automation are investigated and taken. Key skills / abilities: Full Financial Qualification is essential e.g. CIMA or ACCA Numerate. Knowledge and experience of double entry accounting as well as accounting techniques employed in a multiproduct environment is essential. Experience with Orderwise is preferred but not essential Having successfully identified and delivered process improvements, efficiencies and cost savings is essential. Good communication skills, with the ability to translate financial requirements for budget holders are essential. Ability to work independently and as part of a team is essential. Basic level of IT skills including Word, Outlook and Power Point and advanced level of Excel is essential. Proactive attitude to time management and prioritisation and ability to work to tight deadlines under pressure are essential. Good organisation and being adept at leaving a good audit trail is essential. Experience of working within a Quality / Compliance environment is beneficial. Ability to get on with and influence people internally to achieve objectives is beneficial. Commercial awareness is beneficial. Experience of working within a business partnering role would be helpful. Important Information: Due to the number of applications we receive, we will only contact those candidates that we want to take forward to interview; if you do not hear from us within 4 weeks, please assume that your application has been unsuccessful on this occasion. If you have the skills and experience we require for this role and are looking for a new challenge, please click on APPLY Today and forward an up-to-date CV and cover letter, explaining why you are a good fit for this role. No Agencies please! TPBN1_UKTJ

Are you a financial adviser with a strong client base, now looking for greater ownership within a highly autonomous firm?. Self Employed Financial Adviser.

Were looking for CAS / Level 4 qualified Financial Planners from an IFA or restricted advice model, who can confidently service and grow an existing client booksupported by strong paraplanning resource.

Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirab

Mortgage Advisor / Life & Protection Financial AdvisorAn exciting opportunity for a self-employed Mortgage Advisor / Life & Protection Financial Advisor to provide expert mortgage advice, protection solutions, and client-focused financial services while building

NXTGEN are pleased to be working in partnership with a progressive and forward-thinking financial services organisation that is committed to developing the next generation of Financial Advisers. With structured training, clear progression, and a people-first culture, this is an excellent opportunity

Join us as a remote International Financial Advisor to empower clients with strategic insights that secure their financial futures. This position offers an exciting opportunity to help individuals and organizations achieve their financial goals by providing expert advice rooted in a thorough underst

A financial services company is seeking a motivated Financial Advisor to work remotely. In this role, you'll help clients achieve their financial goals via MS Teams, managing your own customer appointments with a focus on building relationships.

A leading financial consultancy firm in the Brighton and Hove area seeks an experienced Financial Advisor to inherit a long-standing client book. This mid-senior level role requires a strong background in financial advice and a client-focused approach.

Conduct a financial needs analysis and develop financial plans for clients. Build relationships with new and existing clients to understand their financial goals. Conduct research on investment options, insurance policies, and other financial.

The Adviser should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. Financial Adviser Skills Required. An exceptional opportunity is now available with a multi-office award winning wealth manager, for a

A reputable financial services firm seeks a CAS Certified Independent Financial Adviser in Derby. The role involves providing comprehensive financial advice across pensions and investments while implementing a growth strategy in a new region.

Home Group Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. REMOTE FINANCIAL ADVISOR – INTERNATIONAL EXPATRIATE CLIENTS. Home Group Financial provides Financial Advice Services covering Wealth Management, including Pen

A leading national financial firm is seeking a Financial Advisor for a home-based role.

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. Job Title: Senior Insurance Policy & Strategy Advisor.

A leading AI company in the United Kingdom is seeking a Financial Advisor to help train AI in financial principles. Candidates should hold a Master’s or PhD in a finance-related field, possess expert financial reasoning, and have relevant professional experience.

A financial planning firm in Greater London is seeking a Senior Assistant Financial Planner to support Financial Planners and provide client interaction.

Kyrann Financial Recruitment is a specialist agency dedicated to the financial services sector, with over 50 years of collective experience in financial services and recruitment. Are you an experienced Financial Adviser looking to inherit a client bank from day one?. A long-established and highly re

A leading financial services provider is seeking a Remote International Financial Advisor to guide clients through financial planning and wealth management strategies. This full-time position requires proven experience in financial planning, extensive knowledge of estate planning, and strong communi

This role is provided by Ferguson Dean.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Wirral based owner managed business.Independent and private client focused.Portfolio reviews with existing clients.Working with the business owner to transiti

Financial Adviser – The role itself. Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning role.

A financial advisory company in London is looking for an experienced Financial Adviser to join their team. Candidates should have a Bachelor's degree, Level 4 Diploma in Financial Planning, and at least 3 years of industry experience. The role offers hybrid working and requires delivering comprehens

Our client is an established, British-run financial advisory firm with a modern, dynamic team of highly qualified professionals operating across Spain, Dubai, Belgium, and Switzerland. Proven experience as a Financial Adviser or in a similar advisory role. Assess clients’ financial situations and

Whether you are an experienced or inexperienced financial advisor you will have the freedom to build your own business and kick start your career as a financial advisor. The benefits for a Financial Advisor:. Cooper & Parks Financial Services Limited is an appointed representative of The Openwork Pa

A minimum 12 months’ financial services experience as a Financial Adviser.

The Old Mutual Story!***Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

Are you ready to embark on a prestigious career journey in the heart of Londons financial district? We are seeking ambitious individuals to join our esteemed team as Trainee Financial Advisors, based in the iconic Gherkin Building. About the job TRAINEE FINANCIAL ADVISOR GHERKIN, LONDON. Participate

You can find more information about this role in the Financial Advisory Network Advisor Job Description. At CIPFA, we're driven by a singular purpose: to transform lives through exceptional public financial management. CIPFA is recruiting for its Public Financial Management department and looking fo

I’m delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire. The firm is seeking a motivated professional with a proven track record of advising HNW clients

A leading financial services provider in Greater London is seeking talented Protection Advisers to join a high-performing team.

The ideal candidate will deliver holistic financial planning to high-net-worth and mass affluent clients, leveraging firm infrastructure to improve client outcomes and scale operations.

An established advisory business is hiring multiple Financial Advisors across London and surrounding counties. The role involves providing holistic financial advice, managing client relationships, and advising on pensions and investments.

This is an excellent opportunity for an experienced Financial Adviser to join a growing Advisory business. You will be required to deliver comprehensive financial planning advice to both new and existing clients, ensuring their personal and financial objectives are fully understood and met through t

Financial Adviser – Wealth Management (HNW / UHNW Clients). An outstanding opportunity has arisen for an experienced Financial Adviser to join a highly regarded wealth management business, working with High Net Worth and Ultra High Net Worth clients. This is a senior, client-facing role combining

NXTGEN are pleased to be working in partnership with a progressive and forward-thinking financial services organisation that is committed to developing the next generation of Financial Advisers. Conduct client fact-finds to understand financial goals, risk, and circumstances. With structured trainin

Fram is working with a financial planning firm in Cambridgeshire that is continuing to invest in the development of its advisory team. The business is looking to engage with a Junior Financial Adviser who is committed to progressing toward Chartered status and building a long-term career in financia

A leading financial advisory firm seeks experienced Financial Advisers to work remotely, offering strong earning potential and access to international markets. Key responsibilities include providing tailored financial planning and wealth management solutions, assessing clients' financial situations,