Remote Financial Planning Consultant – Growth & Impact

Armstrong Watson LLP; Newcastle upon Tyne; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Pension plan

Health insurance

Annual leave entitlement

Smart working policy

Employee assistance programme

CPD support

Referral bonuses

Job summary

Armstrong Watson LLP is seeking a proactive Financial Planning Consultant in Newcastle to join our Financial Planning Team. The role offers a blend of ongoing client advisory work and growth opportunities with a ready-made client bank.

You will provide robust financial planning solutions, maintain high-quality advice, and develop relations with clients while expanding the team’s footprint in the region. A strong regulatory understanding is required.

Qualifications

• Level 4 Diploma in Financial Planning is the minimum requirement.
• Level 6 Advanced Diploma in Financial Planning is advantageous.
• Excellent communication and client advisory skills are essential.

Responsibilities

• Understand clients' objectives and provide comprehensive financial planning solutions.
• Ensure high-quality ongoing advisory services to all clients.
• Develop new business opportunities and convert prospects into clients for the Financial Planning Team.
• Build and maintain technical knowledge relevant to the role.
• Meet individual revenue targets and contribute to team goals.
• Attend industry events to expand the client network.

Skills

Financial planning

Client relationships

Strong communication

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning (desirable)

Job description

Armstrong Watson LLP is seeking a proactive Financial Planning Consultant in Newcastle to join our Financial Planning Team. The role offers a blend of ongoing client advisory work and growth opportunities with a ready-made client bank.

You will provide robust financial planning solutions, maintain high-quality advice, and develop relations with clients while expanding the team’s footprint in the region. A strong regulatory understanding is required.