Financial Planning ConsultantAbout 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 themunities 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
Are you seeking a new challenge in your Financial Planning career?
Our Head Office in Carlisle is seeking a dedicated andmitted Financial Planning Consultant to be an integral part of our Financial Planning Team.
With a ready-made client bank and exciting future business development opportunities, this role offers the perfect blend of stability and growth potential. If you are passionate about helping clients achieve their financial goals, and eager to expand your career, we want to hear from you! Similarly, if you have recentlypleted a Level 4 Diploma in Financial Planning and are now ready to accelerate your career, please get in touch!
The main elements of this role will include:
1. Working with clients to understand their objectives and provideprehensive robust solutions to help meet these objectives
2. Ensuring high-quality ongoing advice is provided to all clients
3. Undertaking focused internal and external business development activity to identify new prospects for the Financial Planning Team and then converting them to clients
4. Building and maintaining technical knowledge relevant to the role
5. Ensuring individual revenue targets are achieved
6. Maintaining a strong network and attending events to develop this further
Please note that we will 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:
7. A Full UK Driving Licence
8. A Level 4 Diploma in Financial Planning (minimum requirement)
9. A Level 6 Advanced Diploma in Financial Planning (desirable)
10. Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
11. Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
12. Minimum industry experience of 2 years in an advisory role
13. Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
14. Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
15. Excellentmunication skills, in both verbal and written forms
16. Able to prioritise workloads under strict deadlines and work well under pressure
17. General IT skills
18. Good attention to detail to ensure that reports arepiled to the highest possible quality
The Benefits
In return for your hard work helping us shape our future growth and development; we will provide apetitive salary and a positive benefits package which includes:
19. Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Ie Protection
20. Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
21. Smart Working Policy, giving you the ability to balance home and remote working
22. Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
23. Employee Assistance Programme (24/7 confidential support for wellbeing and health)
24. Paid flu jabs and eye tests
25. Introductorymission Scheme (financial reward if you refer a new client)
26. Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
27. Ongoing access to online training courses and materials
28. Paid professional membership fees
29. Charity of the Month
30. Colleague of the Month
31. 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. Job ID 10df4556-42eb-4ae1-9e5d-d1f44fb9710c