Financial Planning Consultant — Remote-Ready in Glasgow

Armstrong Watson; Glasgow; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Pension (4x salary)

Health plan

Annual leave

Smart working

CPD support

Employee assistance

Referral bonuses

Membership fees

Job summary

Armstrong Watson LLP in Glasgow seeks a dedicated Financial Planning Consultant to join our Financial Planning Team. You will work with clients to understand objectives and deliver comprehensive, compliant financial solutions.

The role offers stability, a ready-made client bank, and growth through business development while meeting revenue targets. A level 4 diploma is required, Level 6 desirable, and a driving licence is essential.

Qualifications

• Full UK driving licence is required.
• Level 4 Diploma in Financial Planning; Level 6 Diploma desirable.
• Knowledge of COBS and Code of Conduct (COCON) standards.
• Minimum 2 years advisory experience.
• Strong communication and IT skills, with attention to detail.

Responsibilities

• Understand client objectives and provide comprehensive robust solutions.
• Ensure high-quality ongoing advice to all clients.
• Identify new prospects for the Financial Planning Team and convert them to clients.
• Build and maintain technical knowledge relevant to the role.
• Meet individual revenue targets and contribute to team growth.
• Maintain a strong network and attend events to develop this further.

Skills

Driving Licence

Communication

IT skills

Attention to detail

Prioritisation

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Armstrong Watson LLP in Glasgow seeks a dedicated Financial Planning Consultant to join our Financial Planning Team. You will work with clients to understand objectives and deliver comprehensive, compliant financial solutions.

The role offers stability, a ready-made client bank, and growth through business development while meeting revenue targets. A level 4 diploma is required, Level 6 desirable, and a driving licence is essential.