At a Glance
- Tasks: Lead a team to provide tailored financial solutions and advice to clients.
- Company: Join a leading independent Accountancy and Business Advisory firm in the North of England.
- Benefits: Competitive salary, generous leave, health benefits, and professional development opportunities.
- Other info: Enjoy a vibrant culture with opportunities for career growth and community involvement.
- Why this job: Make a real impact while working in a supportive and collaborative environment.
- Qualifications: Experience in financial planning and strong leadership skills required.
The predicted salary is between 50000 - 60000 £ per year.
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 800 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
As a result of continued growth and in line with our "Crazy Goal" which is for "Armstrong Watson to be known as the best Accounting and Financial Advisory firm to deal with, delivering the best client experience in the UK", we are now recruiting for a Regional Financial Planning Manager to join our team in Cumbria. The successful candidate can be based in either Carlisle, Penrith or Kendal, but this position requires them to be present at each Cumbrian office on a regular basis to ensure positive collaboration across all teams.
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
- Ensuring individual revenue targets are achieved
- Leading and managing a team of Financial Planning Consultants in terms of both performance management and training
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.
Regional Financial Planning Manager employer: Armstrong Watson LLP
Armstrong Watson is an exceptional employer, renowned for its commitment to fostering a supportive and collaborative work environment across its Cumbrian offices. With a strong focus on employee growth, competitive benefits, and a culture rooted in honesty, humanity, trust, and passion, we empower our colleagues to thrive both personally and professionally while making a meaningful impact in the communities we serve.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Financial Planning Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Regional Financial Planning Manager role.
✨Tip Number 2
Show off your skills in interviews! Prepare to discuss how you've helped clients achieve their financial goals in the past. Use specific examples to demonstrate your expertise and how you embody Armstrong Watson's core values of Honesty, Humanity, Trust, and Passion.
✨Tip Number 3
Don’t just apply anywhere—apply through our website! It shows you're genuinely interested in being part of the Armstrong Watson family. Plus, it makes it easier for us to see your application and get you in front of the right people.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in the interviewer's mind. Just make sure to keep it professional and concise!
We think you need these skills to ace Regional Financial Planning Manager
Some tips for your application 🫡
Show Your Passion:When writing your application, let your passion for financial planning shine through. We want to see how you connect with our core values of Honesty, Humanity, Trust, and Passion. Share specific examples that highlight your enthusiasm for helping clients achieve their goals.
Tailor Your CV:Make sure your CV is tailored to the Regional Financial Planning Manager role. Highlight relevant experience and skills that align with the job description. We love seeing candidates who take the time to customise their applications to fit what we’re looking for!
Be Clear and Concise:Keep your written application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for our team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our fantastic team at Armstrong Watson.
How to prepare for a job interview at Armstrong Watson LLP
✨Know Your Numbers
As a Regional Financial Planning Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive decisions in previous roles. This shows you understand the importance of numbers in achieving client objectives.
✨Embrace the Core Values
Armstrong Watson values Honesty, Humanity, Trust, and Passion. Make sure to weave these values into your responses during the interview. Share examples from your past experiences that highlight how you embody these principles, as it will resonate well with the interviewers.
✨Showcase Team Leadership Skills
Since you'll be leading a team of Financial Planning Consultants, prepare to discuss your leadership style. Think of specific instances where you've successfully managed a team, resolved conflicts, or provided training. This will illustrate your capability to lead and inspire others.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and their vision for the future. This not only shows your interest in the role but also helps you gauge if Armstrong Watson is the right fit for you.
