Financial Adviser

Openwork Limited; Royal Leamington Spa; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Hybrid working arrangements

21 days’ annual leave + bank holidays

Company pension scheme

2 weeks Christmas office closure

Uncapped bonus potential

Existing clients & lead opportunities

Job summary

Parkway Consulting, part of The Openwork Partnership LLP, is seeking an experienced Financial Planner in Leamington Spa. You will service an existing client base and attract new clients through referrals while developing your professional network.

The role blends the warmth of a family-owned firm with strong backing and resources from The Openwork Partnership. You will provide holistic planning across pensions, investments, protection and later-life planning, inheriting a small portfolio for

Qualifications

• At least 18 months’ experience providing regulated financial advice.
• Diploma-qualified status such as DipFA, DipPFS or equivalent.
• Strong knowledge of pensions, investments and protection planning.
• Understanding of corporate financial planning needs for Company Directors.
• Experience of Inheritance Tax case work and use of Trusts.
• Excellent communication and relationship-building skills.

Responsibilities

• Provide holistic financial planning across pensions, investments, protection and later-life planning.
• Inherit a small client portfolio for ongoing servicing and develop new relationships through referrals and your network.
• Build and grow your own client bank with warm introductions and existing leads.
• Collaborate with The Openwork Partnership network for support and development.

Skills

Relationship skills

Financial planning

Communication

Problem solving

Networking

Client-first

Education

DipFA / DipPFS or equivalent

Job description

This is an employed role, based in Leamington Spa, Warwickshire.

Join a financial planning firm where relationships still really matter

Parkway Consulting is a well respected family- owned and run, financial planning practice based in Leamington Spa. Established in 1994, we have built our reputation on long-term client relationships, with trusted advice and a genuinely personal approach.

As demand for our services continues to grow, we are looking for an experienced Financial Planner to join our friendly and collaborative team.

This is an opportunity to combine the warmth and flexibility of a family-owned firm with the support and resources of The Openwork Partnership LLP.

You will work with some of our existing clients, benefit from warm introductions to new clients, whilst developing your own client bank and professional connections.

Up to £60,000 basic salary + uncapped bonus + existing clients and lead opportunities

With the potential of succession as our Senior Partner prepares for phased retirement.

• Existing clients available for ongoing servicing
• Warm introductions and referral opportunities
• A respected local brand with an established reputation
• Hybrid working and some flexibility on working hours
• A supportive, experienced and fun team culture
• The opportunity to build and grow your own client bank

You will provide holistic financial planning advice across pensions, investments, protection and later-life planning. You will inherit a small portfolio of clients for ongoing servicing, while also developing new relationships through referrals and your own professional network.

Package and benefits

• Up to £60,000 basic salary
• Uncapped bonus potential
• Company pension scheme
• 21 days’ annual leave plus bank holidays
• 2 weeks Christmas office closure
• Hybrid working arrangements
• Existing clients and lead opportunities
• Supportive team environment
• Long-term prospects for growth

What will you need to succeed?

We are looking for someone who combines technical competence with a genuine desire to help people make confident financial decisions

• Ability to listen, understand and make complicated situations simple
• Excellent communication and relationship-building skills
• Enjoy problem solving and adapting solutions to create the best possible outcome.
• Proven empathy and adaptability, in particular with client Estate Planning needs
• Confidence to build working relationships with fellow professionals and networking communities
• Embrace opportunities, be consistent and authentic
• A client-first approach and the ambition to grow within a successful business
• At least 18 months’ experience providing regulated financial advice
• Strong knowledge of pensions, investments and protection planning
• Understanding of corporate financial planning needs for Company Directors
• Experience of Inheritance Tax case work and use of Trusts
• Diploma qualified status, such as DipFA, DipPFS or equivalent

Why us?

Parkway Consulting is part of The Openwork Partnership LLP, one of the UK’s largest and longest-established financial advice networks, giving advisers access to a broad proposition, technical support and professional development opportunities.