Remote-Ready Financial Planning Consultant

Armstrong Watson; Dumfries; On-site; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Pension scheme (4x salary)

Annual leave scheme

Smart working policy

Health Shield/Cash Plan

Employee Assistance Programme

CPD support

Professional membership fees

Referral bonuses

Training opportunities

Job summary

Armstrong Watson in Dumfries is seeking a Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and future growth opportunities, this role blends stability with potential for progression.

You will deliver ongoing advice, build relationships, and contribute to business development while maintaining high professional standards and keeping technical knowledge up to date.

Qualifications

• Full UK Driving Licence.
• Minimum 2 years advisory experience.
• Knowledge of FCA Money Laundering SYSC.
• Knowledge of Conduct of Business (COBS) and Code of Conduct (COCON).
• Ability to build and maintain client relationships and report with high quality.

Responsibilities

• Work with clients to understand objectives and provide robust financial planning solutions.
• Provide high-quality ongoing advice to all clients.
• Undertake business development to identify and convert new prospects for the Financial Planning Team.
• Build and maintain technical knowledge relevant to the role.
• Achieve individual revenue targets.
• Network and attend events to grow the business.

Skills

Excellent communication

Attention to detail

IT literacy

Time management

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Armstrong Watson in Dumfries is seeking a Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and future growth opportunities, this role blends stability with potential for progression.

You will deliver ongoing advice, build relationships, and contribute to business development while maintaining high professional standards and keeping technical knowledge up to date.