At a Glance
- Tasks: Provide holistic financial planning advice and build client relationships.
- Company: Join Parkway Consulting, a respected family-owned financial planning firm.
- Benefits: Up to £60,000 salary, uncapped bonuses, hybrid working, and 21 days leave.
- Other info: Supportive team culture with long-term growth opportunities.
- Why this job: Make a real impact by helping clients with their financial decisions.
- Qualifications: 18 months experience in regulated financial advice and diploma qualified.
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 bank and professional connections.
- 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.
Financial Planner in Royal Leamington Spa employer: Partnership-Recruitment
Parkway Consulting is an exceptional employer located in Leamington Spa, offering a supportive and collaborative work culture that prioritises long-term client relationships. With competitive salaries, uncapped bonuses, and the opportunity for professional growth within a family-owned firm, employees can enjoy a flexible working environment while building their own client bank. Join a team where your contributions are valued, and you can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Royal Leamington Spa
✨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.
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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 in Royal Leamington Spa
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.
