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Permanent

Wealth Management Executive

Coventry
money-bag 38000.00-38000.00 Annual
3085445262
Posted 1 week ago

Wealth Management ExecutiveCoventry Hybrid Working (2-3 days in the office)Up to £40,000 + Excellent BenefitsFull-Time PermanentAre you passionate about delivering outstanding client service and ready to take the next step in your Wealth Management career?This is a fantastic opportunity to join a highly regarded Wealth Management practice that provides tailored advice to Private Clients, Business Owners, Trustees, and Sports Professionals. Known for their professionalism, integrity, and commitment to personal development, they''re now seeking an ambitious Wealth Management Executive to play a key role within their growing team.You''ll work directly alongside the Principal Partner and leading Advisers, providing hands-on technical and administrative support while helping to nurture long-term relationships with high-net-worth clients. Competitive salary up to £40,000 (DOE) Hybrid working for genuine work-life balance Involvement in high-value, complex client cases Clear career progression and professional development support Collaborative, supportive, and forward-thinking cultureYour Key ResponsibilitiesSupport the Advisers with research, analysis, and report preparationPrepare and process new business files and client review documentsLiaise directly with clients, providers, and internal teamsMaintain accurate client records and ensure FCA complianceAssist in client meetings and help deliver an exceptional client experienceProvide proactive support to help clients achieve their

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