Senior financial planner Work, Jobs in Shrewley, War (with Salaries)

Financial Advisor
Partnership Recruitment —Warwick
- Up to £60,000 a year
- Hybrid work
- Business development
- Communication skills
- Annual leave
Senior Planner/ Planning Manager
AtkinsRéalis —Birmingham
- Full-time
- Hybrid work
- PMP
- Engineering
- Analysis skills
Senior Project Scheduler
KION Group AG —Banbury
- Full-time
- PMP
- Analysis skills
- Continuous improvement
Senior Project Planner
AECOM —Birmingham
- Full-time
- Hybrid work
- Databases
- Accounting
Senior / Principal Transport Planner - Passenger Transit
WSP —Birmingham
- Part-time
- Hybrid work
- Mentoring
- In-person
- Communication skills
- Flexitime
- Work from home
10d
Senior Cost Manager (Transmission & Distribution)
AECOM —Birmingham
- Full-time
- Hybrid work
- Business development
- Team management
- Organisational skills
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Project Controls Manager
Assystem —Birmingham
- £65,000 - £75,000 a year
- Microsoft Excel
- Engineering
- Continuous improvement
Project Manager/ Senior Project Manager
AtkinsRéalis —Birmingham
- Full-time
- Hybrid work
- Project management
- Conflict management
- Leadership
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Planner
Arcus FM —Redditch
- £26,758 a year
- Full-time
- Computer literacy
- Computer skills
- Annual leave
Quick apply
Event Planner
Hilton —Birmingham
- £28,922.40 a year
- Full-time
- Hotel
- Employee stock purchase plan
- Annual leave
10d
Associate Director - Project Planning
AECOM —Birmingham
- Full-time
- Hybrid work
- Sales
- Business development
- Continuous improvement
Principal Transport Planner
AECOM —Birmingham
- Full-time
- Hybrid work
- Business development
- Mentoring
- Business
Senior Estimator - Birmingham
Galldris —Birmingham
- Civil engineering
- Writing skills
- Research
- Referral programme
Project Controls Consultant
AECOM —Birmingham
- Full-time
- Hybrid work
- Microsoft Outlook
- Bachelor's degree
- Contracts
Senior Planning Engineer
Turner & Townsend —Birmingham
- Full-time
- Hybrid work
- Construction experience
- Communication skills
Quick apply

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Financial Advisor

Partnership Recruitment
Warwick

Apply Now

Job details

Up to £60,000 a year

Benefits

Annual leave
Company pension

Qualifications

Financial planning
Pension
Financial advisory experience
Client engagement
Business development
Networking
Estate planning
Communication skills

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

senior financial planner jobs in shrewley, war

Financial Advisor

Senior Planner/ Planning Manager

Senior Project Scheduler

Senior Project Planner

Senior / Principal Transport Planner - Passenger Transit

Senior Cost Manager (Transmission & Distribution)

Senior Paraplanner

Senior IFA Administrator

Senior Advice Technician

Senior Financial Planning Administrator

Project Controls Manager

Project Manager/ Senior Project Manager

Paraplanner / Trainee Paraplanner / Administrator

Planner

Event Planner

Associate Director - Project Planning

Principal Transport Planner

Senior Estimator - Birmingham

Project Controls Consultant

Senior Planning Engineer

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