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For Companies At a Glance
- Tasks: Support Financial Planning Consultants and manage client communications.
- Company: Join a leading Accountancy and Business Advisory firm with a strong team culture.
- Benefits: Competitive salary, generous leave, health benefits, and career development support.
- Why this job: Make a real impact while gaining valuable experience in financial services.
- Qualifications: Strong admin skills, excellent communication, and a passion for client service.
- Other info: Enjoy a dynamic work environment with opportunities for professional growth.
The predicted salary is between 28800 - 43200 £ per year.
About Us
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 continuous growth, we are now recruiting for a Financial Planning Assistant to join our Carlisle office and wider Financial Planning Service Line. The main purpose of this position is to provide first line administrative support to our Financial Planning Consultants, as well as be the main point of contact for a bank of clients. The main elements of this role will include:
- Providing relevant documentation to the Financial Planning Consultant ahead of client meetings
- Responding to client queries
- Liaising with Life offices and providers
- Maintaining client records on Xplan
- Ensuring accurate completion of compliance requirements
- Ensuring the administrative requirements are completed for the Client Review Process
Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.
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 (desirable not essential requirement)
- 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
- Ambition to study towards professional qualifications (which we will support) to gain knowledge and understanding relevant to the position
- 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 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.
When you’re with us... we’re with you.
Financial Planning Assistant in Carlisle employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant in Carlisle
✨Tip Number 1
Network like a pro! Reach out to current employees at Armstrong Watson on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show us how you embody honesty, humanity, trust, and passion in your work. We love candidates who align with our core values!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and colleagues, being articulate and confident will set you apart. Consider mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team.
We think you need these skills to ace Financial Planning Assistant in Carlisle
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Assistant role. Highlight your relevant experience in administrative support and customer service, and show us how you embody our core values of Honesty, Humanity, Trust, and Passion.
Show Off Your Communication Skills: Since excellent communication is key for this role, use clear and concise language in your application. We want to see your ability to convey information effectively, so don’t shy away from showcasing your written skills!
Be Organised: Demonstrate your organisational skills by presenting your application in a neat and structured manner. Use bullet points where appropriate and ensure everything is easy to read. This reflects the kind of organised approach we value at Armstrong Watson.
Apply Through Our Website: We encourage you to apply directly 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 us you’re proactive and keen to join our team!
How to prepare for a job interview at Armstrong Watson
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the services offered by Armstrong Watson. Familiarise yourself with their core values: Honesty, Humanity, Trust, and Passion. This will help you align your answers with what they value most.
✨Showcase Your Organisational Skills
As a Financial Planning Assistant, you'll need to manage diaries and client records. Be prepared to discuss your experience in organisation and time management. Bring examples of how you've successfully handled multiple tasks or projects in the past.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to demonstrate your interest and engagement.
✨Demonstrate Team Spirit
Armstrong Watson values teamwork, so be ready to share examples of how you've collaborated with others in previous roles. Highlight your willingness to assist colleagues and contribute to a positive work environment.
