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Financial Adviser jobs in Daventry

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    • Understanding of corporate financial planning needs for Company Directors.
    • At least 18 months’ experience providing regulated financial advice.
    • View all The Openwork Partnership jobs - Leamington Spa jobs - Financial Advisor jobs in Leamington Spa
    • Salary Search: Financial Adviser salaries in Leamington Spa
    • Understanding of corporate financial planning needs for Company Directors.
    • At least 18 months’ experience providing regulated financial advice.
    • Experience of budgeting, financial planning, forecasting and financial control.
    • You'll be confident analysing financial information, identifying risks and…
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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…
    • Qualify leads – Identify promising opportunities through inbound enquiries and proactive business development, turning potential leads into new business.
    • Experience within an independent financial advice environment.
    • Strong knowledge of pensions, investments and financial planning.
    • Develop a broad understanding of Financial Services through practical experience across a range of departments.
    • You’ll gain experience outside Head Office too.
    • Proven experience in financial services or related fields with a strong understanding of financial planning principles.
    • 2 year post CAS experience required.
    • Milton Keynes | £25,000 base plus commission | Full-time, permanent.
    • You will speak to UK business owners who have enquired about funding, understand what they…
    • Meeting with clients and supporting conversations that help shape their financial future.
    • Collaborating with financial planners, tax specialists and wealth…
    • 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.
    • Outbound calling to businesses to offer solutions.
    • Attending and leading face to face meetings, trade shows and networking events.
    • We offer an excellent benefits package which includes a pension scheme, complementary life insurance, financial incentive schemes and discounts on major retail…
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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-…

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Financial Adviser
The Openwork Partnership
Leamington Spa
•
Hybrid work
£45,000 - £60,000 a year
Full-time
Apply now

Job details

£45,000 - £60,000 a year
Annual leave, Company pension
Full-time
Hybrid work in Leamington Spa

Full 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.

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.

Pay: £45,000.00-£60,000.00 per year

Benefits:

  • Company pension

Work Location: Hybrid remote in Leamington Spa

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