Financial Planning Assistant Supervisor (Hybrid/Remote)

Armstrong Watson LLP; Penrith; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Pension scheme with life cover

Annual leave & buy-swap scheme

Smart working policy

Health benefits

Employee assistance programme

CPD support

Professional membership fees

Referral and incentive schemes

Job summary

Armstrong Watson LLP in Newcastle is seeking a Financial Planning Assistant Supervisor to lead a small team of assistants while delivering essential administrative support for our Financial Planning Consultants. You will manage documentation, compliance, and client reviews, ensuring smooth service delivery.

The role requires strong organisational skills, excellent communication, and a proactive approach in a fast-paced environment, with opportunities for development within a valued firm.

Qualifications

• Experience in administrative capacity for a Financial Services organisation.
• Experience supporting and working closely with a Financial Advisor.
• Willing to work towards completing a Certificate in Financial Planning.
• Extensive administrative and customer service experience.
• Organised and comfortable with diary management/scheduling.
• Excellent written and verbal communication; keen to deliver exemplary service.
• Able to thrive in a fast-paced environment.
• Hold a Full UK Driving Licence.

Responsibilities

• Provide relevant documentation to Financial Planning Consultants ahead of client meetings.
• Ensure accurate completion of compliance requirements.
• Ensure administrative requirements are complete for client review processes.
• Respond to client queries.
• Conduct 1-1, quarterly review and annual goal-setting meetings with direct reports.
• Provide general training and development to assigned team.

Skills

Administrative capacity

Support to Financial Advisor

Diary management

Communication skills

Team player

Problem solving

General IT skills

Full UK Driving Licence

Education

Certificate in Financial Planning

Job description

Armstrong Watson LLP in Newcastle is seeking a Financial Planning Assistant Supervisor to lead a small team of assistants while delivering essential administrative support for our Financial Planning Consultants. You will manage documentation, compliance, and client reviews, ensuring smooth service delivery.

The role requires strong organisational skills, excellent communication, and a proactive approach in a fast-paced environment, with opportunities for development within a valued firm.