Financial Planning Consultant - Remote Growth Path

Armstrong Watson; Newcastle upon Tyne; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Pension scheme

Annual leave entitlement

Smart working policy

Health plan

Employee assistance programme

CPD support

Professional membership fees

Job summary

Armstrong Watson is seeking a dedicated Financial Planning Consultant in Newcastle. This role offers stability and growth potential with a ready-made client bank and opportunities to develop new business within our growing Financial Planning Team.

The candidate will provide robust financial planning solutions, deliver high-quality ongoing advice, and build strong client relationships while staying compliant with industry standards. The role supports flexible working and hybrid arrangements.

Qualifications

• Strong communication skills, both written and verbal.
• Ability to prioritise workloads under strict deadlines and pressure.
• General IT skills and proficiency with standard software.

Responsibilities

• Understand client objectives and provide comprehensive robust solutions.
• Ensure high-quality ongoing financial planning advice for all clients.
• Identify and pursue new business prospects for the Financial Planning Team.
• Build and maintain technical knowledge relevant to the role.
• Help achieve individual revenue targets and contribute to team growth.
• Attend events and maintain networks to develop client base.

Skills

Communication

Prioritisation

IT literacy

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Armstrong Watson is seeking a dedicated Financial Planning Consultant in Newcastle. This role offers stability and growth potential with a ready-made client bank and opportunities to develop new business within our growing Financial Planning Team.

The candidate will provide robust financial planning solutions, deliver high-quality ongoing advice, and build strong client relationships while staying compliant with industry standards. The role supports flexible working and hybrid arrangements.