Senior Financial Planner – Hybrid, Uncapped Bonus, Grow Your Client Network in Royal Leamington Spa

Senior Financial Planner – Hybrid, Uncapped Bonus, Grow Your Client Network in Royal Leamington Spa

Royal Leamington Spa Full-Time 60000 - 60000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Help clients achieve their financial goals while building your own client network.
  • Company: Join a respected, family-owned firm with a supportive culture.
  • Benefits: Earn up to Β£60,000 plus uncapped bonuses, pension, and generous holiday.
  • Other info: Be part of succession plans with The Openwork Partnership for career advancement.
  • Why this job: Enjoy hybrid working and long-term growth opportunities in a thriving environment.
  • Qualifications: Experience in financial planning and strong client relationship skills.

The predicted salary is between 60000 - 60000 Β£ per year.

Parkway Consulting in Leamington Spa is seeking an experienced Financial Planner.

You will work with existing clients, welcome warm introductions to new clients, and build your own client bank while enjoying hybrid working and the backing of a respected, family-owned firm.

This employed role offers up to Β£60,000 basic salary plus uncapped bonus, a company pension, generous holiday, and long-term growth opportunities as succession plans unfold with The Openwork Partnership.

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Senior Financial Planner – Hybrid, Uncapped Bonus, Grow Your Client Network in Royal Leamington Spa employer: Parkway Consulting

Parkway Consulting is an excellent employer, offering a supportive and collaborative work culture in the heart of Leamington Spa. With a focus on employee growth, you will have the opportunity to build your own client bank while benefiting from warm introductions and a strong local reputation. The hybrid working setup allows for flexibility, making it an ideal environment for those seeking meaningful and rewarding employment in financial planning.

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Contact Details:

Parkway Consulting Recruitment Team

We think you need these skills to ace Senior Financial Planner – Hybrid, Uncapped Bonus, Grow Your Client Network in Royal Leamington Spa

Client Relationship Management
Financial Planning
Networking Skills
Communication Skills
Sales Skills
Analytical Skills
Problem-Solving Skills