Financial Planning Consultant — Grow Client Impact

Armstrong-Watson; Newcastle upon Tyne; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Pension scheme

Annual leave

Smart working policy

Health plan

CPD support

Referral bonuses

Job summary

Armstrong Watson in Newcastle seeks a dedicated Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and growth opportunities, this role blends stability with development potential.

The candidate should have a Level 4 Diploma in Financial Planning (minimum) and relevant advisory experience, plus strong communication and IT skills. Hybrid working options support work-life balance.

Qualifications

• Full UK driving licence
• Level 4 Diploma in Financial Planning (minimum)
• Level 6 Advanced Diploma in Financial Planning (desirable)
• Knowledge of Conduct of Business (COBS)
• Knowledge of Code of Conduct (COCON)
• 2 years advisory experience
• Knowledge of SYSC (Money Laundering)
• Basic understanding of accountancy services
• Excellent written and verbal communication
• Ability to prioritise under deadlines
• Good IT skills
• Attention to detail in reports

Responsibilities

• Understand client objectives and provide robust solutions
• Provide high-quality ongoing advice to clients
• Develop new prospects for the Financial Planning Team and convert to clients
• Build and maintain technical knowledge relevant to the role
• Achieve individual revenue targets
• Maintain a strong network and attend events

Skills

Communication skills

Time management

Client handling

Attention to detail

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Armstrong Watson in Newcastle seeks a dedicated Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and growth opportunities, this role blends stability with development potential.

The candidate should have a Level 4 Diploma in Financial Planning (minimum) and relevant advisory experience, plus strong communication and IT skills. Hybrid working options support work-life balance.