Financial Adviser

As a Financial Adviser at Parkway Consulting, you will be part of our close-knit 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.

The 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.
• Potential for admin support once established.
• Experienced 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.

• 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.

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 including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.