Overview
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
We are now recruiting for a Financial Planning Assistant to join our experienced Financial Planning Team in either Carlisle or Penrith.
The main purpose of this position is to provide first line administrative support to our Financial Planning Consultants, and act as the main point of contact for clients in order to maintain a high level of client service.
The main elements of this role will include:
* Providing relevant documentation to the Financial Planning Consultant ahead of client meetings
* Obtaining relevant research relating to proposed advice
* Compiling suitability letters based on the advice being given
* Responding to client queries
* Liaising with Life offices and providers
* Maintaining client records on Xplan
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:
* A Full UK Driving Licence (desirable not essential requirement)
* A minimum of 1 years' experience working in Financial Services, in an Administrative capacity
* 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 work well under pressure
* Able to use initiative and have great organisation / problem solving skills
* Ambition to study towards professional qualifications (which we will support) to gain knowledge and understanding relevant to the position
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.
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