Job Description
Wealth Management Executive
Coventry | Hybrid Working (2–3 days in the office)
Up to £40,000 + Excellent Benefits
Full-Time | Permanent
Are 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 & professional development support
Collaborative, supportive, and forward-thinking culture
Your Key Responsibilities
* Support the Advisers with research, analysis, and report preparation
* Prepare and process new business files and client review documents
* Liaise directly with clients, providers, and internal teams
* Maintain accurate client records and ensure FCA compliance
* Assist in client meetings and help deliver an exceptional client experience
* Provide proactive support to help clients achieve their financial goals
What You’ll Bring
* Experience within Wealth Management, IFA, or Financial Planning
* Ideally Diploma qualified (or working towards Level 4)
* Excellent organisational and communication skills
* Strong technical understanding of pensions, investments, and protection
* A genuine passion for helping clients and building lasting relationships
If you’re a motivated, detail-driven professional looking to progress your career in a firm that truly values its people — this could be your perfect next move.
Apply today or contact us for more details, quoting Ref: NJR16235