Financial Planning Consultant

Armstrong Watson; Penrith; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading Accountancy and Business Advisory firm in Penrith seeks a Financial Planning Consultant. You will engage with clients, providing tailored solutions to support their financial goals. This role offers a competitive salary, a comprehensive benefits package, and significant growth potential within a supportive team environment.

Benefits

Salary Sacrifice Employer Contribution Pension Scheme

Annual Leave Purchase Scheme

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Paid flu jabs and eye tests

Referral schemes with financial rewards

Ongoing online training resources

Paid professional memberships

Subsidized social events

Qualifications

• Full UK Driving Licence required.
• At least 2 years of industry experience in an advisory role.
• Knowledge of FCA Money Laundering regulations and business standards.

Responsibilities

• Work with clients to deliver comprehensive financial solutions.
• Conduct business development activities to convert prospects.
• Achieve individual revenue targets.

Skills

Communication

Attention to detail

General IT skills

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

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Financial Planning Consultant

About Us

Armstrong Watson is a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are centered around our quest to support our clients in achieving prosperity, a secure future, and peace of mind, which are made possible through the expertise of our dedicated and valued colleagues.

With approximately 700 colleagues across 19 offices, our people and culture are at the heart of what we do. We recognize the unique impact we have not only on our clients but also on our colleagues and the communities we serve. Our success depends on every colleague embracing our four core values: Honesty, Humanity, Trust, and Passion.

The Role

Are you seeking a new challenge in your Financial Planning career? Our Penrith office is looking for a dedicated and committed Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and exciting future business development opportunities, this role offers both 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!

The main responsibilities include:

1. Working with clients to understand their objectives and providing comprehensive, robust solutions to meet these objectives.
2. Ensuring high-quality ongoing advice is delivered to all clients.
3. Undertaking internal and external business development activities to identify new prospects and convert them into clients.
4. Building and maintaining relevant technical knowledge.
5. Achieving individual revenue targets.
6. Developing a strong network through attending events.

Please note: We will accept candidates from agency suppliers for this vacancy.

The Candidate

To fulfill the responsibilities of this role, candidates should 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 of Business Standards - Conduct of Business (COBS).
• Knowledge of High-Level Standards - Code of Conduct (COCON).
• At least 2 years of industry experience in an advisory role.
• Good understanding of FCA Money Laundering regulations (SYSC).
• Basic knowledge of other accountancy services such as Audit, Tax, Insolvency, etc.
• Excellent communication skills, both verbal and written.
• Ability to prioritize workloads under strict deadlines and work well under pressure.
• General IT skills.
• Attention to detail to ensure high-quality reports.

The Benefits

We offer a competitive salary and a comprehensive benefits package, including:

• Salary Sacrifice Employer Contribution Pension Scheme with Life Cover (4x salary) and Ie Protection.
• Annual Leave Purchase Scheme (buy up to 5 additional days).
• Smart Working Policy for flexible home and remote working.
• Health Shield Cash Plan for health benefits and discounts.
• Employee Assistance Programme (confidential support).
• Paid flu jabs and eye tests.
• Referral schemes with financial rewards.
• Ongoing online training resources.
• Paid professional memberships.
• Charity of the Month and Colleague of the Month recognitions.
• Subsidized social events throughout the year.

We are committed to supporting your career development and providing a supportive work environment.

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

Job ID 42b206e0-2207-474f-b7bc-eadf3d7d187c