At a Glance
- Tasks: Provide expert financial planning and build lasting client relationships.
- Company: Family-owned financial planning firm with a strong reputation.
- Benefits: Up to £60,000 salary, uncapped bonuses, and career progression opportunities.
- Other info: Opportunity for succession as Senior Partner prepares for retirement.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience in financial planning and strong interpersonal skills.
The predicted salary is between 60000 - 60000 £ per year.
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 base.
Financial Planner employer: Partnership-Recruitment
At Parkway Consulting, we pride ourselves on being an excellent employer that values long-term relationships and personal connections. Our family-owned culture fosters a supportive and collaborative environment, offering competitive salaries, uncapped bonuses, and significant opportunities for professional growth, including potential succession into senior roles. Located in the heart of Leamington Spa, we provide our team with the resources of The Openwork Partnership LLP while maintaining the warmth and flexibility that comes with a family-run business.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Partnership-Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Partnership-Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Partnership-Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Partnership-Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Partnership-Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Partnership-Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Partnership-Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
