Armstrong Watson LLP in Glasgow is seeking a Financial Planning Assistant Supervisor to join our Financial Planning team. The role combines first-line admin support for Financial Planning Consultants with leadership duties for a small team of assistants.
You will manage documentation ahead of client meetings, ensure compliance, handle client queries, and coach the team. A Certificate in Financial Planning or willingness to pursue is preferred, with emphasis on accuracy and service excellence.
#J-18808-Ljbffr
Financial Planning Assistant Supervisor - Hybrid/Remote in Glasgow employer: Armstrong Watson LLP
Armstrong Watson LLP is an excellent employer, offering a supportive work culture that values professional growth and development. With a competitive salary and comprehensive benefits package, including a pension scheme, employees in Glasgow enjoy a collaborative environment that fosters meaningful client interactions and compliance excellence. The company's commitment to employee advancement ensures that team members can thrive in their careers while contributing to impactful tax solutions.
