Financial Planning Consultant

Armstrong Watson LLP; Newcastle upon Tyne; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

Join a forward-thinking firm as a Financial Planning Consultant and make a significant impact on clients' financial futures. This role offers the opportunity to work in a dynamic environment where you will provide tailored financial solutions, ensuring high-quality advice and achieving individual revenue targets. With a strong emphasis on professional growth and a supportive culture, you will be part of a team that values honesty, humanity, trust, and passion. Enjoy a competitive salary and a robust benefits package, including a pension scheme, annual leave purchase options, and ongoing training. If you're ready to elevate your career and make a real difference, this is the role for you.

Benefits

Salary Sacrifice Employer Contribution Pension Scheme

Competitive Annual Leave up to 26 days

Annual Leave Purchase Scheme

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Paid flu jabs and eye tests

Introductory Commission Scheme

Employee Referral Scheme

Ongoing access to online training courses

Qualifications

• Minimum 2 years of experience in an Advisory role.
• Full UK Driving Licence required.

Responsibilities

• Provide comprehensive solutions to clients' financial objectives.
• Engage in business development to identify new prospects.

Skills

Excellent communication skills

Attention to detail

Ability to prioritize workloads

Business development

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Tools

FCA Money Laundering Regulations

Conduct of Business Standards (COBS)

Code of Conduct (COCON)

Job description

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 700 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

Are you ready to shape the financial futures of individuals and businesses alike? Why not join a dynamic team where your expertise will make a real difference?

We are currently recruiting for a Financial Planning Consultant who is ready to take their career to the next level and become part of an innovative and expanding team, based in either Newcastle or Hexham.

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 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

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

• 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
• Good attention to detail to ensure that reports are compiled to the highest possible quality

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.