Financial advisor Work, Jobs in Lutterworth, Lec (with Salaries)

Financial Advisor
Partnership Recruitment —Warwick
- Up to £60,000 a year
- Hybrid work
- Business development
- Communication skills
- Annual leave
Sales Controller
Culina Group —Lutterworth
- Full-time
- Hybrid work
- CRM software
- Analysis skills
- Analytics
- Annual leave
- Employee assistance programme
Quick apply
Independent Financial Advisor
RMT Accountants & Business Advisors —Solihull
- Organisational skills
- Communication skills
9d
Senior Advisor
Barclays —Northampton
- Communication skills
- Banking
2d
Junior Management Accountant
JMG Fencing Contractors Ltd —Haselbech
- £38,000 - £40,000 a year
- Full-time
- Analysis skills
- Budgeting
- In-person
- Free parking
Quick apply
3d
Trainee Mortgage Advisor
PRIMIS Mortgage Network —Birmingham
- £50,000 a year
- Part-time
- Remote
Investment Advisor
brookson group —Coventry
- Up to £40,000 a year
- Full-time
- Hybrid work
- Financial services
- Free parking
- Annual leave
Quick apply
5d
Crisis Resilience Fund - Welfare Benefits and Energy Advisors (Trainees Considered)
Community Law Service (Northampton and County) —Wellingborough
- £24,779 - £28,962 a year
- Part-time
- Hybrid work
- Travel
- Annual leave
- Flexible schedule
Quick apply
12d
Director, HRBP EMEA Commercial
Sealed Air —Kettering
- Data analysis skills
- English
- Analysis skills
Sales Advisor
Bloor Homes —Hinckley
- Weekend availability
- Sales
- Employee discount
Business systems analyst
TESTQ Technologies —Leicester
- £33,400 - £45,000 a year
- Full-time
- Remote
- English
- Analysis skills
- Bachelor's degree
Quick apply
6d
Assistant Director, Education, Inclusion and Additional Needs
Leicestershire County Council —Glenfield
- £98,673 - £111,606 a year
- Full-time
- School
Finance Manager (100299-0726)
University of Warwick —Coventry
- £47,389 - £56,535 a year
- Analysis skills
- University
- Bachelor's degree
- Annual leave
9d
Account Manager (Automotive Retail Software/SaaS)
Pinewood.AI —Solihull
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- AI
- Annual leave
- Employee assistance programme
Quick apply
Business Development Manager
Powerforce —Leicester
- £28,000 - £30,500 a year
- Full-time
- Sales
- Business development
- Negotiation
- Employee discount
- Life insurance
Digital Analytics Lead - CRM
Norton Motorcycles —Solihull
- CRM software
- Leadership
- Analytics
- Free parking
- Employee assistance programme
Quick apply
1d
Planning and Engineering Advisor
FedEx EU —Atherstone
- Full-time
- Employee assistance programme
2d
Service Advisor
Marshall Motor Group —Leicester
- £31,348 a year
- Overtime
- Front desk
- Communication skills
- Annual leave
- Employee discount
Quick apply
Retail Travel Advisor
TUI —Hinckley
- From £13.09 an hour
- Part-time
- Employee discount
Development Associate
Tarmac —Solihull
- Business
- Communication skills
- Analytics
- Employee discount

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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

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