Financial Adviser
1 week ago
Join to for the Financial Adviser role at Parkway Consulting 4 days ago Be among the first 25 applicants This range is provided by Parkway Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Parkway Consulting Driven recruitment professional with a passion for all things active 🤸♀️ and nature related 🌳 As a Financial Adviser at Parkway Consulting, you will be part of our close‑knot and supportive team providing advice and guidance across pensions, investments and protection. You will work collaboratively with the existing advisers and administration team to ensure a holistic financial service is provided to clients. You will join a supportive and collaborative office environment that see the value in working closely both with clients and each other to ensure the best outcomes. There is a small bank of clients available for you to take on for ongoing servicing, as well as an opportunity to work with clients who have legacy policies, additionally we can provide some leads. However, you must be willing to actively grow your client book. This position is based Leamington Spa, CV34, with hybrid working options. Benefits Basic salary £40,000 – £60,000 + uncapped bonus potential. Company pension scheme. 21 days holidays + bank holidays + Christmas closure. Well known firm in the area with strong referral network and warm leads. and supportive team culture. Your responsibilities will include: Understanding client’s financial goals, assessing their current financial situation, and advising on personalised strategies to meet these needs. Providing ongoing advice and regular reports in line with ongoing servicing agreements. Grow continued referrals through great advice and service. Stay updated with financial regulations through regular CPD. What will you need to succeed? Level 4 DipFA or CII Diploma or equivalent qualification required. You must have experience in giving financial advice and ideally you will have experience in Inheritance Tax Planning. You’ll have excellent communication and customer service skills. Why us? For more than 30 years, Parkway Consulting has been a proud family‑run business, built on trust, care, and a genuine passion for doing right by our clients. We’re not just colleagues; we are The Parkway Family. Our core values shape everything we do, from delivering expert financial advice to supporting one another along the way. We believe success comes from looking after our people as much as our clients. That means creating an environment where everyone feels valued, supported, and able to thrive. We’re professional and results‑driven, but we also know how important it is to enjoy the journey - working hard together, celebrating achievements, and making sure no one is left behind. Parkway Consulting is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger … Seniority level: Associate Employment type: Full‑time Job function: Sales, General Business, and Business Development Referrals increase your chances of interviewing at Parkway Consulting by 2x Get notified about new Financial Advisor jobs in Royal Leamington Spa, England, United Kingdom. #J-18808-Ljbffr
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Financial Administrator
6 hours ago
Leamington Spa, United Kingdom Simpson Financial Services Limited Full time**Financial Administrator** Leamington Spa, Warwickshire - £23,809.50 to £25,000 DOE. Permanent, full time **THE ROLE**: This role is based in our Leamington Spa office. Your duties will vary day-to-day and will include the following: - Answering and dealing with incoming telephone calls. - Making outgoing telephone calls. - Making calls/requests to and...
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Financial Adviser
1 week ago
Royal Tunbridge Wells, United Kingdom Eight Wealth Management Ltd Full time**Self Employed Financial Advisers wanted!** **Tunbridge Wells and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Tunbridge Wells branch. We have a client bank ready for the right person but want this person to build their own bank over...
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Paraplanner
1 week ago
Royal Leamington Spa, United Kingdom Integro Partners Full timeParaplanner Leamington Spa, Warwickshire - £33,000 to £40,000 DOE and qualifications. Permanent, full time Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone...
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Paraplanner
1 week ago
Royal Leamington Spa, United Kingdom Integro Partners Full timeParaplanner Leamington Spa, Warwickshire - £33,000 to £40,000 DOE and qualifications. Permanent, full time Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with...
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Paraplanner (Pensions Management)
2 weeks ago
Leamington Spa, Warwickshire, United Kingdom Ascent Financial Consulting Limited Full timeCompany description We are a Chartered Financial Planning firm based in the heart of Leamington Spa. The team has been delivering holistic, high quality specialist advice for individuals and corporate clients since 2006. The role is focussed on providing technical support to 3 advisers (primarily with a bias towards individual retirement planning) and...
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Paraplanner
2 weeks ago
Royal Leamington Spa, United Kingdom Eden Rose Full timeOur Leamington Spa based client is seeking an experienced Paraplanner to join their friendly and professional team. This is a fantastic opportunity to be part of a respected financial planning firm that truly values career development, with study support available for part qualified candidates looking to complete their qualifications. Key Duties: * Prepare...
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INDEPENDENT FINANCIAL ADVISER
2 days ago
Royal Tunbridge Wells, United Kingdom Artemis Recruitment Consultants Ltd Full timeINDEPENDENT FINANCIAL ADVISER - TUNBRIDGE WELLSWe have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Tunbridge Wells. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored,...
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Accounting Client Manager
4 days ago
Royal Leamington Spa, United Kingdom Page Personnel Full timeLocal firm in the Warwickshire regionReporting directly into the practice ownerAbout Our ClientThis Warwickshire based accountancy practice is a leading firm in the region, growing and undergoing positive development and planning for the long term future development and sustainability of the firm. They have a wide ranging client base across varied...
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Family Solicitor
1 week ago
Royal Leamington Spa, United Kingdom Executive Network Legal Ltd Full timeFamily Solicitor, 3+ Years PQE, Warwickshire, £(DOE) – My client is looking for a qualified Solicitor or Legal Executive with a minimum of 5 years’ post-qualified experience in Private Family Law to join a growing and dynamic Family Law team. JOB REF:TL0561Find out exactly what skills, experience, and qualifications you will need to succeed in this role...
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Accounting Client Manager
1 week ago
Royal Leamington Spa, United Kingdom ACCA Careers Full timeAccounting Client Manager Join to apply for the Accounting Client Manager role at ACCA Careers. A great opportunity for a qualified accountant to continue their development by picking up a portfolio of clients that they are the sole contact for. Further progression technically through varied clients across multiple sectors, specialisms and sizes as well as...
