Financial advisor Work, Jobs in Claydon, Oxf (with Salaries)

Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
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
5d
Data Analyst
Bibby Financial Services —Banbury
- £50,000 - £60,000 a year
- Full-time
- SQL
- Python
- Gym membership
Quick apply
8d
Junior Employee Relations Specialist
Travis Perkins plc —Northampton
- Full-time
- Hybrid work
- Programmable logic controllers
- Human resources
- Communication skills
- Employee assistance programme
- Employee discount
Life Insurance Sales Advisor – Existing Customers
Trust Point Limited —New Duston
- Up to £100,000 a year
- Full-time
- Hybrid work
- Sales
- Life insurance
Quick apply
1d
Employee Relations Specialist
Travis Perkins plc —Northampton
- Weekend availability
- Hybrid work
- Programmable logic controllers
- Human resources
- Communication skills
- Employee assistance programme
- Employee discount
Events & Admin Co-Ordinator
CW Champions —Coventry
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Social media management
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
Finance & Business Operations Coordinator (Part-Time, Growth Role)
Terra Global Solutions Ltd. —Milton Keynes
- £16 - £18 an hour
- Part-time
- Microsoft Excel
- QuickBooks
- In-person
Quick apply
Director of Technology and Operations
FCDO Services —Hanslope
- £81,000 - £117,800 a year
- Full-time
- Computer Science
- Presentation skills
- IT
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
14d
HR Advisor
West Midlands Police —Coventry
- Full-time
- Human resources
- Annual leave
- Employee assistance programme
5d
Sales Advisor - Coventry OMODA | Jaecoo
Allen Motor Group —Coventry
- £22,770 - £47,500 a year
- Customer service
- Employee discount
- Referral programme
14d
HR Services Advisor
Wickes —Northampton
- Full-time
- Analysis skills
- Communication skills
- Employee assistance programme
- Employee discount
13d
Sales Advisor - Warwick Ford
Allen Motor Group —Leamington Spa
- £22,770 - £47,500 a year
- Customer service
- Employee discount
- Referral programme
14d
Sales Advisor - Milton Keynes Omoda
Allen Motor Group —Milton Keynes
- £22,770 - £47,500 a year
- Customer service
- Employee discount
- Referral programme
Junior Commercial Advisor
Verisure Services (UK) Limited —Towcester
- £3,800 a month
- Full-time
Quick apply
Sales Advisor - Warwick Lepas
Allen Motor Group —Leamington Spa
- £22,770 - £47,500 a year
- Customer service
- Employee discount
- Referral programme
Parts Advisor
Lookers —Buckingham
- £29,000 a year
- Full-time
- Customer service
- IT
- Communication skills
- Annual leave
Quick apply
Service Advisor
Lookers —Buckingham
- £32,000 - £38,000 a year
- Full-time
- Customer service
- Communication skills
- Annual leave
Quick apply

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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

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