Financial Planning Team Lead – Remote Friendly

Armstrong Watson LLP; Penrith; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Salary Sacrifice Employer Contribution Pension Scheme

Annual Leave Purchase Scheme

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Paid flu jabs and eye tests

Introductory Commission Scheme

Employee Referral Scheme

Investment towards Continuous Professional Development

Paid professional membership fees

Job summary

Armstrong Watson LLP is seeking a Financial Planning Assistant Supervisor to join their Newcastle office. This role involves providing administrative support to Financial Planning Consultants and leading a team of Financial Planning Assistants.

The ideal candidate will have experience in Financial Services, excellent communication skills, and a commitment to customer service. Benefits include a competitive salary, pension scheme, and smart working policy, along with support for continuous professional development.

Qualifications

• Experience of working in an administrative capacity for an organisation in Financial Services.
• Extensive administrative and customer service experience.
• Comfortable working in a fast-paced environment.

Responsibilities

• Provide first line administrative support to Financial Planning Consultants.
• Ensure accurate completion of compliance requirements.
• Respond to client queries.

Skills

Experience in an administrative capacity for Financial Services

Communication skills (written and verbal)

Customer service experience

Organised and comfortable with managing diaries

Ability to work under strict deadlines

General IT skills

Education

Certificate in Financial Planning (desirable)

Job description

Armstrong Watson LLP is seeking a Financial Planning Assistant Supervisor to join their Newcastle office. This role involves providing administrative support to Financial Planning Consultants and leading a team of Financial Planning Assistants.

The ideal candidate will have experience in Financial Services, excellent communication skills, and a commitment to customer service. Benefits include a competitive salary, pension scheme, and smart working policy, along with support for continuous professional development.