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Financial Planner @ Parkway Consulting

GBOnsiteFull Time
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About this role

Financial Planner at Parkway Consulting. Location: Leamington Spa, Warwickshire, United Kingdom. Role: providing advice, servicing clients, building relationships Requirements: Diploma-level qualification (DipFA/DipPFS), ≥18 months regulated advice experience, strong knowledge of pensions, investments, protection, IHT and trusts, estate planning and client relationship skills. Category: Finance and Accounting Seniority: Entry Level Certifications: dipfa, dippfs Commitment: Full Time Workplace: Hybrid Languages: English

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