Financial Adviser

Nub News; Royal Leamington Spa; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Hybrid working

Company pension

21 days annual leave + bank holidays

2 weeks Christmas office closure

Job summary

Parkway Consulting in Leamington Spa is seeking an experienced Financial Planner to join our friendly, collaborative team. You will manage a portfolio of existing clients and develop new relationships through referrals, delivering holistic financial planning across pensions, investments, protection and later-life planning.

This permanent, hybrid role offers a base salary up to £60,000 with uncapped bonus potential, a company pension, 21 days leave plus bank holidays, and opportunities for growth

Qualifications

• 18 months' regulated financial advice experience
• Strong knowledge of pensions, investments and protection planning
• Diploma-qualified status such as DipFA or DipPFS or equivalent

Responsibilities

• Provide holistic financial planning across pensions, investments, protection and later-life planning
• Inherit a small portfolio for ongoing servicing
• Develop new client relationships through referrals and networking
• Collaborate with Openwork Partnership resources and support teams

Skills

Pensions knowledge

Investments knowledge

Protection planning

Client relationship building

Education

DipFA/DipPFS or equivalent

Job description

WhereLeamington SpaWhatBanking & Financial ServicesTypePermanentSalary60000 AnnualThis is an employed role, based in Leamington Spa, Warwickshire.Join a financial planning firm where relationships still really matterParkway 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 opportunitiesWith the potential of succession as our Senior Partner prepares for phased retirement.Why join Parkway Consulting?Existing clients available for ongoing servicingWarm introductions and referral opportunitiesA respected local brand with an established reputationHybrid working and some flexibility on working hoursA supportive, experienced and fun team cultureThe opportunity to build and grow your own client bankYou 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 benefitsUp to £60,000 basic salaryUncapped bonus potentialCompany pension scheme21 days' annual leave plus bank holidays2 weeks Christmas office closureHybrid working arrangementsExisting clients and lead opportunitiesSupportive team environmentLong-term prospects for growthWhat will you need to succeed?We are looking for someone who combines technical competence with a genuine desire to help people make confident financial decisionsAbility to listen, understand and make complicated situations simpleExcellent communication and relationship-building skillsEnjoy problem solving and adapting solutions to create the best possible outcome.Proven empathy and adaptability, in particular with client Estate Planning needsConfidence to build working relationships with fellow professionals and networking communitiesEmbrace opportunities, be consistent and authenticA client-first approach and the ambition to grow within a successful businessAt least 18 months' experience providing regulated financial adviceStrong knowledge of pensions, investments and protection planningUnderstanding of corporate financial planning needs for Company DirectorsExperience of Inheritance Tax case work and use of TrustsDiploma qualified status, such as DipFA, DipPFS or equivalentWhy 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.