Financial Planning Consultant

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

Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues.

With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.

The Role

Are you seeking a new challenge in your Financial Planning career?

Our Kendal office is seeking a dedicated and committed Financial Planning Consultant to become an integral part of our Financial Planning Team.

With a ready-made client bank and exciting future business development opportunities, this role offers the perfect blend of stability and growth potential. If you are passionate about helping clients achieve their financial goals, and eager to expand your career, we want to hear from you!

The main elements of this role will include:

• Working with clients to understand their objectives and provide comprehensive robust solutions to help meet these objectives
• Ensuring high-quality ongoing advice is provided to all clients
• Undertaking focused internal and external business development activity to identify new prospects for the Financial Planning Team and then converting them to clients
• Building and maintaining technical knowledge relevant to the role
• Ensuring individual revenue targets are achieved
• Maintaining a strong network and attending events to develop this further

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

• A Full UK Driving Licence
• A Level 4 Diploma in Financial Planning (minimum requirement)
• A Level 6 Advanced Diploma in Financial Planning (desirable)
• Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
• Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
• Minimum industry experience of 2 years in an advisory role
• Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
• Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
• Excellent communication skills, in both verbal and written forms
• Able to prioritise workloads under strict deadlines and work well under pressure
• Good attention to detail to ensure that reports are compiled to the highest possible quality

The Benefits

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
• Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Ongoing access to online training courses and materials
• Paid professional membership fees
• Charity of the Month
• Colleague of the Month
• Subsidised social events throughout the year

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.