Remote-Ready Financial Planning Consultant

Armstrong-Watson; Dumfries; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Pension with Life Cover

Income Protection

Annual Leave Purchase

Smart Working

Health Plan

EAP 24/7

CPD Support

Professional Memberships

Job summary

Armstrong Watson in Dumfries is seeking a dedicated Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and clear growth opportunities, this role offers stability and potential to progress as the firm expands.

You will provide comprehensive wealth guidance, develop client relationships, and contribute to business development while maintaining high standards of advice and compliance.

Qualifications

• A Level 4 Diploma in Financial Planning (minimum requirement).
• A Level 6 Advanced Diploma in Financial Planning (desirable).
• Detailed knowledge of COBS and Code of Conduct (COCON).
• Minimum 2 years' advisory experience within financial planning.
• Full UK Driving Licence is required.
• Strong communication and report-writing skills.

Responsibilities

• Understand client objectives and provide robust financial planning solutions.
• Deliver high-quality ongoing financial planning advice to clients.
• Develop new business opportunities and convert prospects to clients.
• Build and maintain technical knowledge relevant to the role.
• Meet individual revenue targets and contribute to team success.
• Attend events and maintain a strong professional network.

Skills

Communication skills

Prioritisation

IT skills

Attention to detail

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

Armstrong Watson in Dumfries is seeking a dedicated Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and clear growth opportunities, this role offers stability and potential to progress as the firm expands.

You will provide comprehensive wealth guidance, develop client relationships, and contribute to business development while maintaining high standards of advice and compliance.