Regional Financial Planning Manager
Department: Financial Planning
Employment Type: Full Time
Location: Carlisle
Description
Armstrong Watson is a leading Accounting and Financial Advisory firm dedicated to achieving organisational growth and reputation through disciplined organic growth, the attraction of outstanding talent and the selective acquisition of like‑minded firms. We are looking for an experienced professional to join our team in Cumbria, with the purpose of delivering world‑class financial planning services to private business owners.
The Role
The successful candidate can be based in either Carlisle, Dumfries or West Cumbria, but must be present at each office on a regular basis to ensure collaboration across all teams. The main elements of this role are:
* Working with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectives
* Ensuring high‑quality ongoing advice is provided to all clients
* Ensuring individual revenue targets are achieved
* Leading and managing a team of Financial Planning Consultants in terms of performance management and Training & Competence (T&C) to deliver agreed advisory and commercial objectives
* Building and maintaining relationships with Partners, Directors and Managers with an emphasis on ongoing business development
* Leading the recruitment process when required for new team members
* Ensuring compliance and requirements and standards are met
* Identifying opportunities to refer clients to AW for wider services where appropriate
* Actively contributing to the strategy and day‑to‑day running of Armstrong Watson Financial Planning Limited
The Candidate
In order to fulfil the responsibilities of this position we require the following:
* A Full UK Driving Licence
* A Level 4 Diploma in Financial Planning (minimum requirement)
* A Level 6 Advanced Diploma in Financial Planning (desirable)
* Detailed knowledge and understanding of Business Standards – Conduct of Business (COBS)
* Detailed knowledge and understanding of High Level Standards – Code of Conduct (COCON)
* Minimum industry experience of 3 years in an advisory role
* Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
* Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
* Excellent communication skills, both verbal and written
* Ability to prioritise workloads under strict deadlines and work well under pressure
* General IT skills
* Good attention to detail to ensure reports are compiled to the highest quality
The Benefits
In return for your hard work, we offer a competitive salary and a positive benefits package including:
* Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4× salary) and Income Protection
* Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days each year
* Smart Working Policy, giving you the ability to balance home and remote working
* Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
* Employee Assistance Programme (24/7 confidential support for wellbeing and health)
* Paid flu jabs and eye tests
* Introductory Commission Scheme (financial reward if you refer a new client)
* Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
* Investment towards Continuous Professional Development (CPD), including access to comprehensive training courses and materials
* Paid professional membership fees
When you are with us, we are with you.
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