Financial Planning Consultant — Hybrid & Growth in Leeds

Financial Planning Consultant — Hybrid & Growth in Leeds

Leeds Full-Time 35000 - 45000 £ / year (est.) Home office (partial)
A

At a Glance

  • Tasks: Create financial plans and provide ongoing advice to clients.
  • Company: Join Armstrong Watson LLP, a leading firm in financial planning.
  • Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Exciting growth opportunities in a supportive team environment.
  • Why this job: Make a real difference in clients' financial futures while developing your career.
  • Qualifications: Level 4 Diploma in Financial Planning; Level 6 preferred, with strong client relationship skills.

The predicted salary is between 35000 - 45000 £ per year.

Armstrong Watson LLP in Leeds is recruiting a Financial Planning Consultant to join our Financial Planning Team.

You will work with a ready-made client bank and pursue growth opportunities, delivering robust financial plans and ongoing advice.

We value candidates with a Level 4 Diploma and preferably a Level 6 Diploma in Financial Planning, strong client relationships, and a proactive approach to business development.

A full UK driving licence is required.

#J-18808-Ljbffr

Financial Planning Consultant — Hybrid & Growth in Leeds 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.

A

Contact Details:

Armstrong Watson LLP Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planning Consultant — Hybrid & Growth in Leeds

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

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.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Armstrong Watson LLP. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Financial Planning Consultant — Hybrid & Growth in Leeds

Financial Planning
Client Relationship Management
Business Development
Level 4 Diploma in Financial Planning
Level 6 Diploma in Financial Planning
Proactive Approach
Communication Skills

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.

Prepare for Case Studies

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.

Show Your Passion for Finance

Since this is a full-time position, employers at Armstrong Watson LLP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

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.