Financial Planner | Hybrid, Uncapped Bonus, Grow Clients

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

Benefits offered by this job

Hybrid working

Company pension scheme

Hybrid working arrangements

21 days’ annual leave

Job summary

Parkway Consulting, based in Leamington Spa, is seeking an experienced Financial Planner to join a warm, family-owned firm with the backing of The Openwork Partnership LLP. You will work with existing clients, gain warm introductions to new clients, and build your own client bank within a supportive team.

The role offers up to £60,000 basic salary with uncapped bonus and hybrid working with flexible hours.

Qualifications

• At least 18 months of experience providing regulated financial advice.
• Strong knowledge of pensions, investments and protection planning.
• Understanding of corporate financial planning needs for Company Directors.
• Experience with Inheritance Tax case work and use of Trusts.

Responsibilities

• Provide holistic financial planning advice across pensions, investments, protection and later-life planning.
• Inherit a small portfolio of clients for ongoing servicing while developing new relationships through referrals and network.

Skills

Excellent communication

Relationship-building

Client-focused

Problem solving

Empathy

Adaptability

Networking

Growth mindset

Education

Diploma (DipFA / DipPFS)

Job description

Parkway Consulting, based in Leamington Spa, is seeking an experienced Financial Planner to join a warm, family-owned firm with the backing of The Openwork Partnership LLP. You will work with existing clients, gain warm introductions to new clients, and build your own client bank within a supportive team.

The role offers up to £60,000 basic salary with uncapped bonus and hybrid working with flexible hours.