Financial adviser Work, Jobs in Leamington Spa, War (with Salaries)

Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
New Business Adviser
Crystal Specialist Finance —Tamworth
- £26,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
Financial Controller
Newbury Commercial Glazing —Warwick
- From £45,000 a year
- Full-time
- Human resources
- Construction experience
- In-person
- Free parking
Quick apply
1d
VAT Assistant
HCR —Leamington Spa
- Organisational skills
- IT
- Typing
- Annual leave
- Gym membership
Training & Development Manager
The Right Broker —Solihull
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Management
- Work from home
- Referral programme
Quick apply
12d
Brain Injury Patient Adviser
Major Trauma Support Partnership Ltd —Coventry
- £16,000 - £18,000 a year
- Part-time
- English
- Working with children
- Bachelor's degree
- Sick pay
Quick apply
13d
Apprentice Private Client Administrator
Countrywide Tax & Trust Cooperation —Leamington Spa
- From £9 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
14d
Paralegal
TLT —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
6d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Case progression and Client service executive
Atwal Wealth Management —Solihull
- £24,420 - £300,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Office Co-ordinator and EA to the directors (Property Management Company)
RENT A ROOM (NATIONAL) LIMITED —Nuneaton
- £27,000 - £32,000 a year
- Full-time
- Google Suite
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
3d
Investment Support Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Outlook
- Employee discount
9d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Finance Manager
VTP Global Holdings Limted —Moreton-In-Marsh
- £40,000 - £45,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
7d
Briefings, Correspondence and FOI Adviser
High Speed Two (HS2) —Birmingham
- £32,050 - £37,700 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
9d
HR Adviser FTC
NFU Mutual —Stratford-upon-Avon
- £25,000 a year
- Full-time
- Oracle
- Customer service
- Administrative experience
- Annual leave
- Employee discount
12d
IFA Administrator
Warwick Nub News —Leamington Spa
- £28,000 - £32,000 a year
- Hybrid work
12h
Head of Legal - Equity and Joint Ventures
Homes England —Birmingham
- £69,831 - £81,443 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Contracts
- Annual leave
- Employee assistance programme
Bookkeeper/Administration
Alpha Advisers —Edgbaston
- £13 - £15 an hour
- Part-time
- QuickBooks
- Organisational skills
- Communication skills
- Sick pay
Quick apply
Part-time Bookkeeper
ASTUTE APP —Birmingham
- £13 an hour
- Hybrid work
- Microsoft Excel
- Analysis skills
- Accounting
Quick apply
17h

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financial adviser jobs near leamington spa, war

Financial Advisor

Partnership Recruitment
Warwick North

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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 adviser jobs in leamington spa, war

Financial Advisor

New Business Adviser

Financial Controller

VAT Assistant

Training & Development Manager

Brain Injury Patient Adviser

Apprentice Private Client Administrator

Paralegal

Financial Administrator

Case progression and Client service executive

Office Co-ordinator and EA to the directors (Property Management Company)

Investment Support Administrator

Paraplanner

Finance Manager

Briefings, Correspondence and FOI Adviser

HR Adviser FTC

IFA Administrator

Head of Legal - Equity and Joint Ventures

Bookkeeper/Administration

Part-time Bookkeeper

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