• Posted 19 days ago

As a Financial Coach, you’ll be the face of Wealth at Work, delivering our financial education programmes both in-person and online. You’ll work directly with employees from our corporate and public sector clients across the UK, making a real difference by helping them understand and manage their finances effectively.      

• Posted 19 days ago

Reporting to the Management Accounts Manager, you will assist in preparing monthly management accounts for trading and holding companies of the Wealth at Work group alongside the other members of the accounts team.

• Liverpool
• Posted 19 days ago

The Compliance Consultant role is to ensure the business is acting professionally and in accordance with regulation and internal procedures. The Compliance Consultant plays a critical role in ensuring the business operates in line with regulatory requirements and internal standards.

• Liverpool
• Posted about 2 months ago

The PR Manager plays a pivotal role in shaping and communicating the Wealth at Work groups narrative to external audiences through trade, consumer, business & investor press, as well as broadcast media. This role bridges internal messaging with external visibility, ensuring that the company’s voice is consistent, compelling, and strategically aligned across all media channels.

• Posted about 2 months ago

Our Strategic Planners provide strategic asset allocation advice to private individuals in relation to the fee-based Discretionary Managed Portfolio Services of WEALTH at work, delivering a first class customer expereince to our clients across the private and public sector.