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Financial Adviser jobs in Banbury

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    • Understanding of corporate financial planning needs for Company Directors.
    • At least 18 months’ experience providing regulated financial advice.
    • View all Partnership Recruitment jobs - Warwick North jobs
    • Salary Search: Financial Advisor salaries in Warwick North
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    • Dedicated 1-2-1 mentorship and coaching from Sales Directors and senior team members.
    • A structured 24-month development programme, rotating across four…
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    • Dedicated 1-2-1 mentorship and coaching from Sales Directors and senior team members.
    • A structured 24-month development programme, rotating across four…
    • Experience of budgeting, financial planning, forecasting and financial control.
    • You'll be confident analysing financial information, identifying risks and…
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    • You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
    • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
    • Good working knowledge of IO and Platform.
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    • Write and prepare proposal documentation and credit applications as and when required, including working with clients to gather appropriate financial and non-…
    • Specific interest in financial services, particularly investments and pensions.
    • Minimum education of A Level standard, ideally couples with previous financial…
    • Several years paraplanning experience within an IFA, wealth management, or financial planning environment.
    • This is an exciting opportunity for a technically…
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    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection, long term disability insurance, interest free season…
    • The main draw for advisors within this firm are the brand, the reliable lead source, and the incredible comms splits.
    • Full lender panel through a Mortgage Club.
    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • This opportunity suits an experienced Mortgage and Protection Adviser, whether…
    • Understanding of corporate financial planning needs for Company Directors.
    • At least 18 months’ experience providing regulated financial advice.

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Financial Advisor
Partnership Recruitment
Warwick North CV34 6WE
•
Hybrid work
Up to £60,000 a year
Apply on company site

Job details

Up to £60,000 a year
Annual leave, Company pension
Hybrid work in Pure Offices, Warwick North CV34 6WE

Full job description

The opportunity

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 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.
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