At a Glance
- Tasks: Lead a team to deliver top-notch financial planning services and build client relationships.
- Company: Join Armstrong Watson, a leading firm in accounting and financial advisory.
- Benefits: Enjoy competitive salary, pension scheme, health benefits, and flexible working options.
- Other info: Dynamic role with opportunities for professional development and career advancement.
- Why this job: Make a real impact in financial planning while growing your career in a supportive environment.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and 3 years of advisory experience.
The predicted salary is between 42750 - 52250 £ per year.
Armstrong Watson is a leading Accounting and Financial Advisory firm dedicated to achieving organisational growth and reputation through disciplined organic growth, the attraction of outstanding talent and the selective acquisition of like‑minded firms. We are looking for an experienced professional to join our team in Cumbria, with the purpose of delivering world‑class financial planning services to private business owners.
The successful candidate can be based in either Carlisle, Dumfries or West Cumbria, but must be present at each office on a regular basis to ensure collaboration across all teams. The main elements of this role are:
- 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
- Ensuring individual revenue targets are achieved
- Leading and managing a team of Financial Planning Consultants in terms of performance management and Training & Competence (T&C) to deliver agreed advisory and commercial objectives
- Building and maintaining relationships with Partners, Directors and Managers with an emphasis on ongoing business development
- Leading the recruitment process when required for new team members
- Ensuring compliance and requirements and standards are met
- Identifying opportunities to refer clients to AW for wider services where appropriate
- Actively contributing to the strategy and day‑to‑day running of Armstrong Watson Financial Planning Limited
In order to fulfil the responsibilities of this position we require the following:
- 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 3 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, both verbal and written
- Ability to prioritise workloads under strict deadlines and work well under pressure
- General IT skills
- Good attention to detail to ensure reports are compiled to the highest quality
In return for your hard work, we offer a competitive salary and a positive benefits package including:
- Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4× salary) and Income Protection
- Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days 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
- Investment towards Continuous Professional Development (CPD), including access to comprehensive training courses and materials
- Paid professional membership fees
When you are with us, we are with you.
Regional Financial Planning Manager in Carlisle employer: Armstrong Watson LLP
Armstrong Watson LLP is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the Corporate Finance team in Leeds. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that encourages personal growth and career advancement. Join us to be part of a forward-thinking firm that values your contributions and is committed to your success.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Financial Planning Manager in Carlisle
✨Tap into Campus Networks
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We think you need these skills to ace Regional Financial Planning Manager in Carlisle
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Armstrong Watson LLP.
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How to prepare for a job interview at Armstrong Watson LLP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Armstrong Watson LLP.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Armstrong Watson LLP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
