Financial Planning Consultant - Hybrid Growth Opportunity

Armstrong Watson LLP; Kendal; On-site; GBP 30,000 - GBP 50,000; Full time

Job summary

A leading Accountancy and Business Advisory firm in Kendal is seeking a Financial Planning Consultant to enhance their Financial Planning Team. The ideal candidate will work with clients, ensuring they receive quality financial advice while actively engaging in business development. Required are strong communication skills, a Level 4 Diploma in Financial Planning, and a proven advisory background. A competitive salary and comprehensive benefits are offered, alongside significant career growth opportunities.

Benefits

Salary Sacrifice Employer Contribution Pension Scheme

Competitive Annual Leave entitlement

Health Shield Cash Plan

Employee Assistance Programme

Paid professional membership fees

Qualifications

• Minimum 2 years industry experience in an advisory role.
• Detailed knowledge of Business Standards - Conduct of Business (COBS).
• Full UK Driving Licence is mandatory.

Responsibilities

• Work with clients to provide robust financial solutions.
• Ensure high-quality ongoing advice is delivered to clients.
• Undertake business development to identify and convert prospects.

Skills

Excellent communication skills

Attention to detail

Ability to prioritize workloads

Education

A Level 4 Diploma in Financial Planning

A Level 6 Advanced Diploma in Financial Planning

Job description

A leading Accountancy and Business Advisory firm in Kendal is seeking a Financial Planning Consultant to enhance their Financial Planning Team. The ideal candidate will work with clients, ensuring they receive quality financial advice while actively engaging in business development. Required are strong communication skills, a Level 4 Diploma in Financial Planning, and a proven advisory background. A competitive salary and comprehensive benefits are offered, alongside significant career growth opportunities.