Financial advisor Work, Jobs in Broadway, Wor (with Salaries)

Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Service Charge Analyst
Innovus —Worcester
- Up to £35,000 a year
- Full-time
- Microsoft Excel
- Project management
- Accounting
Quick apply
5d
Insurance Advisor
Howden Group Holdings —Evesham
- Full-time
- Hybrid work
- Employee discount
Head of Digital Programmes, Band 8c
Gloucestershire Hospitals NHS Foundation Trust —Gloucester
- £79,504 - £91,609 a year
- Full-time
- Project management
- Communication skills
- Annual leave
- Employee discount
Financial Adviser Support
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Senior Property Sales Advisor
Bupa —Evesham
- £33,000 a year
- Full-time
- Employee discount
- Gym membership
Quick apply
Registered Manager
Keys Children —Worcester
- Up to £55,000 a year
- Driving
- School
- Annual leave
- Employee assistance programme
Quick apply
Sales Advisor
The Perfume Shop —Leamington Spa
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount
Employment Support Advisor - Connect to Work (Mental Health)
Warwickshire County Council —Warwick
- £33,699 - £39,152 a year
- Full-time
- English
- School
- Annual leave
- Employee discount
12d
Data Analyst
Bibby Financial Services —Banbury
- £50,000 - £60,000 a year
- Full-time
- SQL
- Python
- Gym membership
Quick apply
6d
TK Maxx Loss Prevention Advisor
TK Maxx —Cheltenham
- Full-time
- Employee assistance programme
- Employee discount
3d
IFA Senior Administrator
Legal & Medical Investments Ltd —Cheltenham
- £25,800 - £30,753 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Sales Advisor
Bloor Homes —Malvern
- Weekend availability
- Sales
- Driving
- Negotiation
- COVID-19 protective measures
- Employee discount
7d
Capital Estates Regeneration Project Manager
Cherwell District Council —Banbury
- £66,800.50 - £71,343.00 a year
- Full-time
- Project management
- No degree
- Negotiation
- Annual leave
3d
Sales Advisor - Warwick Ford
Allen Motor Group —Leamington Spa
- £22,770 - £47,500 a year
- Customer service
- Employee discount
- Referral programme
12d
Senior Contract Manager
GE Aerospace —Cheltenham
- Full-time
- Project management
- Contracts
- Communication skills
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
Customer Experience Advisor | S1 | Retail Banking | Gloucester Branch
A01 Santander UK plc —Gloucester
- From £25,000 a year
- Full-time
- Customer service
- Banking
Community Manager, APAC
Armstrong Wolfe —Tewkesbury
- £30,000 - £35,000 a year
- Full-time
- English
- Administrative experience
- Financial services
Quick apply
15h
Sales Advisor - Warwick Lepas
Allen Motor Group —Leamington Spa
- £22,770 - £47,500 a year
- Customer service
- Employee discount
- Referral programme

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financial advisor jobs near broadway, wor

Financial Advisor

Partnership Recruitment
Warwick North

Apply Now

Job details

Up to £60,000 a year

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Communication skills
Tax experience

Full job description

The opportunity

This is an employed role, based in Leamington Spa, Warwickshire.

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.
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.

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.

Apply Now

Refine Your Search

financial advisor jobs in broadway, wor

Financial Advisor

Service Charge Analyst

Insurance Advisor

Head of Digital Programmes, Band 8c

Financial Adviser Support

Senior Property Sales Advisor

Registered Manager

Sales Advisor

Employment Support Advisor - Connect to Work (Mental Health)

Data Analyst

TK Maxx Loss Prevention Advisor

IFA Senior Administrator

Sales Advisor

Capital Estates Regeneration Project Manager

Sales Advisor - Warwick Ford

Senior Contract Manager

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Customer Experience Advisor | S1 | Retail Banking | Gloucester Branch

Community Manager, APAC

Sales Advisor - Warwick Lepas

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