Financial adviser Work, Jobs in Wellesbourne, War (with Salaries)

Financial Planner
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
3d
ER Manager
Helping Hands —Alcester
- Up to £65,000 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
2d
2026 Wealth Management Graduate Trainee (Birmingham)
Schroders —Birmingham
- £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
1h
Case Adviser (111710-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- Communication skills
14d
Existing Relationship Adviser
Lloyds Wealth —Birmingham
- £76,000 - £84,000 a year
- Full-time
- Remote
- Communication skills
- Work from home
- Flexible schedule
Case Manager (111707-0626)
University of Warwick —Coventry
- £47,389 - £56,535 a year
- Analysis skills
- University
- Organisational skills
14d
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
Client Services Administrator
Wren Sterling —Leamington Spa
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply
8d
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
Head of People Partnering (0626)
University of Warwick —Coventry
- £58,225 - £67,468 a year
- University
- School
14d
Trainee Mortgage Advisor
PRIMIS Mortgage Network —Solihull
- £50,000 a year
- Part-time
- Remote
Head of Finance - Business Partnering
Birmingham City Council —Birmingham
- £66,627 - £85,845 a year
- Full-time
3h
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
VAT Assistant
HCR —Leamington Spa
- Organisational skills
- IT
- Typing
- Annual leave
- Gym membership
Welfare Benefits Caseworker
Citizens Advice —Birmingham
- £28,090 - £32,322 a year
- Hybrid work
1h
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
14d
IFA Administrator
Whateley Wealth Management —Bromsgrove
- £28,000 - £30,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
4h
Paralegal
TLT —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
9d
Customer Resolutions Adviser - Worcester
Foxtons —Worcester
- £26,000 - £28,000 a year
- Customer service
- Organisational skills
- IT
- Annual leave
- Sick pay
Quick apply
23h
Mortgage and Protection Adviser
Partnership Recruitment —Leamington Spa
- Hybrid work
- Analysis skills
- Communication skills
- School

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Financial Planner

Partnership Recruitment
Warwick North

Apply Now

Job details

Up to £60,000 a year
3 days ago

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 adviser jobs in wellesbourne, war

Financial Planner

ER Manager

2026 Wealth Management Graduate Trainee (Birmingham)

Case Adviser (111710-0626)

Existing Relationship Adviser

Case Manager (111707-0626)

New Client Adviser

Client Services Administrator

T&C Administrator

Head of People Partnering (0626)

Trainee Mortgage Advisor

Head of Finance - Business Partnering

Paraplanner

VAT Assistant

Welfare Benefits Caseworker

Personal Wealth Adviser

IFA Administrator

Paralegal

Customer Resolutions Adviser - Worcester

Mortgage and Protection Adviser

I want to receive the latest job alerts for financial adviser in wellesbourne, war

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