Financial Planning Consultant - #151859

Armstrong Watson


Date: 9 hours ago
City: Carlisle
Contract type: Full time

About Us


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 700 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 Head Office in Carlisle 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! Similarly, if you have recently completed a Level 4 Diploma in Financial Planning and are now ready to accelerate your career, please get in touch!


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 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
  • General IT skills
  • 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.


When you're with us... we're with you.


How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Customer Host

White Stuff, Carlisle
1 week ago
Please, note this role is a 8 hours contract and weekend availability may be required. Who We Are White Stuff was established in 1985 through a simple idea. This idea grew and now we have shops and concessions in the UK and internationally, selling women’s and men’s clothing as well as beautiful accessories and homeware. Our original prints (all designed...

Delivery Driver

LKQ Corporation, Carlisle
2 weeks ago
Job Overview Delivery Driver - 20 hours Join LKQ UK & Ireland as a Delivery Driver and play a key role in keeping our customers moving by delivering parts safely and on time. You’ll be the friendly face of the branch, building great relationships while ensuring excellent service with every drop. If you enjoy driving, being out on the road,...

Sales Manager B2B Solar PV & other Renewable Energy

Go Low Carbon, Carlisle
3 weeks ago
The UK Solar PV market is enjoying a boom time at the moment and other areas of the renewable energy solutions marketplace are not far behind. We are an established player in Solar PV as well as other areas of the energy space. We specialise exclusively in providing solutions to SME’s and smaller Corporates. We are a growing business and...