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.
Why join Parkway Consulting?
- 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