Financial Adviser

Where Leamington Spa What Banking  & Financial Services Type Permanent Salary
60000 Annual 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.

Why join Parkway Consulting?

Existing clients available for ongoing servicing

Warm introductions and referral opportunitiesA respected local brand with an established reputation

Hybrid working and some flexibility on working hoursA 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 holidays2 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 authenticA 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.