At a Glance
- Tasks: Lead a team while providing essential support to Financial Planning Consultants.
- Company: Join Armstrong Watson, a rapidly growing and respected financial advisory firm.
- Benefits: Enjoy competitive salary, flexible working, health benefits, and professional development opportunities.
- Other info: Great career growth potential in a supportive and vibrant work environment.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Experience in financial services administration and strong communication skills required.
The predicted salary is between 36000 - 44000 £ per year.
About Us
Build something exceptional, with us. Our ambition is clear and openly bold. Armstrong Watson is on a journey to more than double our turnover by 2030, through disciplined organic growth, the attraction of outstanding talent, and the selective acquisition of like-minded firms. But growth alone is not the goal. Reputation is earned, not inherited. Our strategic intent is simple to say and hard to deliver: to become the most respected adviser to privately owned businesses in the North and the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do.
The Role
As a result of continued growth across our Financial Planning Service Line, we are now recruiting for a Financial Planning Assistant Supervisor to join our Newcastle office. The main purpose of this position is to provide first line administrative support to our Financial Planning Consultants and to be a team leader for a specified group of Financial Planning Assistants. The main elements of this role will include:
- Providing relevant documentation to the Financial Planning Consultants ahead of client meetings
- Ensuring accurate completion of compliance requirements
- Ensuring that the administrative requirements are complete for the client review processes
- Responding to client queries
- Conducting 1-1 meetings, quarterly review meetings and annual goal setting meetings with direct reports
- Providing general training and development to assigned team
The Candidate
In order to fulfil the responsibilities of the position, we would like candidates to be / have:
- Experience of working in an administrative capacity for an organisation in Financial Services
- Experience of supporting and working closely with a Financial Advisor
- Either already achieved or be willing to work towards completing a Certificate in Financial Planning qualification
- Extensive administrative and customer service experience
- Organised and comfortable with managing diaries / scheduling appointments
- Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
- Comfortable working in a fast paced environment
- A dedicated team player, and willing to assist colleagues in the team where possible
- Able to prioritise workloads under strict deadlines and use initiative to solve problems
- General IT skills
- A Full UK Driving Licence (desirable not essential requirement)
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 & 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
- Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
- Paid professional membership fees
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.
Financial Planning Assistant Supervisor in Penrith 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 Financial Planning Assistant Supervisor in Penrith
✨Tap into Campus Networks
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Financial Planning Assistant Supervisor in Penrith
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.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Armstrong Watson LLP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
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.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
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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.
