Financial Planning Consultant — Remote Growth & Impact

Armstrong Watson LLP; Kendal; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Pension scheme with life cover

Smart working policy

Health Shield Cash Plan

Paid flu jabs and eye tests

Job summary

Armstrong Watson LLP is seeking a Financial Planning Consultant in Kendal to join their team. This role offers exciting business development opportunities and requires experience in understanding client objectives and providing robust financial solutions.

Candidates should possess at least a Level 4 Diploma in Financial Planning and a Full UK Driving Licence. The position includes a competitive salary and a comprehensive benefits package including pension scheme and professional development support.

Qualifications

• Full UK Driving Licence required.
• Minimum 2 years experience in an advisory role.
• Good understanding of FCA Money Laundering regulations.

Responsibilities

• Work with clients to understand their financial objectives.
• Provide comprehensive solutions to clients.
• Identify prospects for business development and convert them.

Skills

Communication skills

Attention to detail

General IT skills

Ability to prioritize workloads

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Armstrong Watson LLP is seeking a Financial Planning Consultant in Kendal to join their team. This role offers exciting business development opportunities and requires experience in understanding client objectives and providing robust financial solutions.

Candidates should possess at least a Level 4 Diploma in Financial Planning and a Full UK Driving Licence. The position includes a competitive salary and a comprehensive benefits package including pension scheme and professional development support.