Financial planner Work, Jobs in Alcester, War (with Salaries)

Financial Planner
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
IFA Administrator
Warwick Nub News —Leamington Spa
- £28,000 - £32,000 a year
- Hybrid work
2d
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £45,000 - £52,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
Quick apply
Senior IFA Administrator - Financial Planning
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
Paraplanner
Warwick Nub News —Warwick
- Up to £38,000 a year
- Organisational skills
- Employee assistance programme
1d
Financial Planner
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Communication skills
Quick apply
8d
Paraplanner
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
Wealth Planner - Wealth Management
Barclays —Birmingham
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
1d

More jobs to discover

Find similar jobs that you might be interested in.

IFA Administrator
Mathrew Stephen & Co Ltd —Northampton
The successful candidate will play a vital role in supporting financial advisers by managing administrative tasks, preparing reports, and ensuring smooth…
£24,420.00 - £38,087.29 a year
Quick apply
6d
Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
At least 2 years’ experience in a financial planning, wealth management or IFA administration role. Responding to client and provider enquiries by telephone and…
£27,500 - £32,000 a year
Quick apply
1d

I want to receive the latest job alerts for financial planner in alcester, war

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planner

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 planner jobs in alcester, war

Financial Planner

IFA Administrator

Senior Technical Paraplanner

Senior IFA Administrator - Financial Planning

Paraplanner

Financial Planner

Paraplanner

Senior Financial Planning Administrator

RBC Brewin Dolphin - Wealth Manager - West of England

Wealth Planner - Wealth Management

Senior Financial Planning Administrator

More jobs to discover

I want to receive the latest job alerts for financial planner in alcester, war

Explore jobs in more locations

The opportunity

What will you need to succeed?

Why us?

Jobseeker tools

Employer Tools

Browse

Stay Connected