Financial Planning Assistant Supervisor

Armstrong Watson LLP; Glasgow; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Pension scheme

Annual leave entitlement

Smart working policy

Health Shield cash plan

Employee assistance programme

Paid flu jabs and eye tests

CPD investment and training

Job summary

Armstrong Watson LLP in Glasgow is seeking a Financial Planning Assistant Supervisor to join our Financial Planning team. The role combines first-line admin support for Financial Planning Consultants with leadership duties for a small team of assistants.

You will manage documentation ahead of client meetings, ensure compliance, handle client queries, and coach the team. A Certificate in Financial Planning or willingness to pursue is preferred, with emphasis on accuracy and service excellence.

Qualifications

• Experience in administrative support within Financial Services.
• Experience supporting a Financial Advisor.
• A Certificate in Financial Planning or willingness to study.
• Excellent communication and organisational skills.
• Ability to manage diaries and scheduling under deadlines.

Responsibilities

• Provide documentation to Financial Planning Consultants before client meetings.
• Ensure compliance and client review documentation is complete.
• Respond to client queries and support review processes.
• Conduct 1-1 meetings and quarterly reviews with assistants.
• Provide training and development to the assigned team.

Skills

Diary management

Customer service

Communication skills

Team leadership

Organisational skills

Education

Certificate in Financial Planning (or working towards)

Tools

MS Office

CRM system

Job description

Financial Planning Assistant Supervisor

Department: Financial Planning

Employment Type: Full Time

Location: Glasgow

Description

About Us

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.

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

If you want to grow with a business that is ambitious, values‑driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.

What you will find here:

• 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

This is our moment, and our vision is clear, to build something genuinely remarkable.

The Role

We are now recruiting for a Financial Planning Assistant Supervisor to join our Glasgow office.

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

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 & 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.

When you're with us... we're with you.