Financial Planning Consultant: Grow Clients, Shape Futures

AGE UK WEST CUMBRIA; Dumfries; Hybrid; GBP 32,000 - 54,000; Full time

Benefits offered by this job

Pension (4x salary)

Health benefits

Wellbeing support

Smart working

CPD support

Life cover

Income protection

Annual leave

Job summary

Armstrong Watson in Dumfries is seeking a dedicated Financial Planning Consultant to join our growing Financial Planning Team. With a ready-made client bank and future business development opportunities, this role blends stability with growth potential for those passionate about helping clients achieve their financial goals.

The main elements include advising on objectives, delivering high-quality ongoing guidance, and building a network to expand the client base.

Qualifications

• A Full UK Driving Licence.
• Level 4 Diploma in Financial Planning (minimum requirement).
• Level 6 Advanced Diploma in Financial Planning (desirable).
• Knowledge of FCA Money Laundering (SYSC) and Conduct of Business (COBS).

Responsibilities

• 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 then 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.

Skills

Excellent communication

Prioritise deadlines

General IT skills

Relationship building

Client-focused

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Armstrong Watson in Dumfries is seeking a dedicated Financial Planning Consultant to join our growing Financial Planning Team. With a ready-made client bank and future business development opportunities, this role blends stability with growth potential for those passionate about helping clients achieve their financial goals.

The main elements include advising on objectives, delivering high-quality ongoing guidance, and building a network to expand the client base.