Financial Planning Consultant

Armstrong Watson; Deutschland; Hybrid; EUR 52.000 - 76.000; Vollzeit

Benefits dieser Stelle

Pension

Annual leave

Smart working

Health plan

Employee assistance programme

Flu jabs

Referral schemes

CPD support

Membership fees

Zusammenfassung

Armstrong Watson is seeking a dedicated Financial Planning Consultant to join our Kendal office. You will work with clients to understand their objectives and provide comprehensive, robust financial planning solutions, while upholding high standards of professionalism and client service.

With a ready-made client bank and strong growth prospects, you will drive ongoing advice, identify new opportunities, and deepen professional expertise.

Qualifikationen

• A Full UK Driving Licence.
• A Level 4 Diploma in Financial Planning (minimum requirement).
• A Level 6 Advanced Diploma in Financial Planning (desirable).
• Knowledge of Conduct of Business (COBS) and Code of Conduct (COCON).
• Minimum 2 years in an advisory role.
• Good knowledge of FCA SYSC basics.

Aufgaben

• Understand client objectives and provide robust financial planning solutions.
• Deliver high-quality ongoing financial advice to clients.
• Undertake business development to identify new prospects and convert them to clients.
• Maintain up-to-date technical knowledge relevant to the role.
• Aim to achieve individual revenue targets.
• Build and maintain a strong professional network through events.

Kenntnisse

Excellent communication

Attention to detail

General IT skills

Prioritising workloads

Ausbildung

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Jobbeschreibung

We are looking for people who want more than the next job. People who care deeply about:

• Standards and professionalism
• Doing work they are proud to put their name to
• Building long-term client relationships
• Being part of a firm with real momentum and intent

Armstrong Watson offers opportunity and expectation in equal measure.

If you want to grow with a business that is ambitious, values-driven, and serious about excellence, you will find the following:

• A firm with clear direction and momentum
• Clients who value advice and relationships
• Colleagues who care about doing things properly
• A culture built on Passion, Trust, Humanity and Honesty
• Genuine opportunity to shape your career as the firm grows, Are you seeking a new challenge in your Financial Planning career?, Our Kendal office is seeking a dedicated and committed Financial Planning Consultant to become 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, the main elements of this role will include:

• 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
• Undertaking focused internal and external business development activity to identify new prospects for the Financial Planning Team and then converting them to clients
• Building and maintaining technical knowledge relevant to the role
• Ensuring individual revenue targets are achieved
• Maintaining a strong network and attending events to develop this further

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

• 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 2 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, in both verbal and written forms
• Able to prioritise workloads under strict deadlines and work well under pressure
• General IT skills
• Good attention to detail to ensure that reports are compiled to the highest possible quality Build something exceptional, with us... Our ambition is clear and openly bold.

Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like-minded firms. But growth alone is not the goal. Reputation is. And reputation is earned, not inherited. Our strategic intent is simple to say and hard to deliver. To become the most respected adviser to privately owned businesses in the North and the UK. The firm business owners talk about. The firm lawyers and bankers recommend without hesitation. To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do. These are not slogans; they are standards we hold ourselves to every day. At our core, we exist for one reason, to help our clients achieve prosperity, a secure future, and peace of mind. This strategy sets the direction. Our people, our values-led culture, and our standards will deliver it.

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 & 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
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees

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.