About Us Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues. With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion. The Role Due to continued growth in Cumbria, we are now recruiting for a Financial Planning Assistant Supervisor to join our Penrith office and wider Financial Planning Service Line. The main purpose of this position is to not only provide first line administrative support to our Financial Planning Consultants, but also to be a team leader for a specified group of Financial Planning Assistants. The main elements of this role will include: Providing relevant documentation to the Financial Planning Consultants ahead of client meetings Ensuring accurate completion of compliance requirements Ensuring that the administrative requirements are complete for the client review processes Responding to client queries Conducting 1-1 meetings, quarterly review meetings and annual goal setting meetings with direct reports Providing general training and development to assigned team Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy. The Candidate In order to fulfil the responsibilities of the position, we would like candidates to be / have: Experience of working in an administrative capacity for an organisation in Financial Services Experience of supporting and working closely with a Financial Advisor Either already achieved or be willing to work towards completing a Certificate in Financial Planning qualification Extensive administrative and customer service experience Organised and comfortable with managing diaries / scheduling appointments Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients Comfortable working in a fast paced environment A dedicated team player, and willing to assist colleagues in the team where possible Able to prioritise workloads under strict deadlines and use initiative to solve problems General IT skills A Full UK Driving Licence (desirable not essential requirement) The Benefits In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes: Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave 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 Ongoing access to online training courses and materials Paid professional membership fees Charity of the Month Colleague of the Month Subsidised social events throughout the year In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further. When you're with us we're with you.