At a Glance
- Tasks: Help clients achieve financial goals with tailored solutions and ongoing advice.
- Company: Join a respected firm focused on exceptional service and client relationships.
- Benefits: Competitive salary, flexible working, health benefits, and professional development opportunities.
- Other info: Dynamic environment with genuine opportunities for career growth.
- Why this job: Be part of a growing team making a real impact in financial planning.
- Qualifications: A Level 4 Diploma in Financial Planning and 2 years advisory experience required.
The predicted salary is between 40500 - 49500 £ per year.
About Us
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. Our strategic intent is 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. At our core, we exist for one reason, to help our clients achieve prosperity, a secure future, and peace of mind.
We are looking for people who want more than the next job. People who care deeply about:
- Standards and professionalism
- Doing work they are proud to put their name to
- Building long-term client relationships
- Being part of a firm with real momentum and intent
If you want to grow with a business that is ambitious, values-driven, and serious about excellence, Armstrong Watson offers opportunity and expectation in equal measure.
The Role
Our Dumfries office is seeking a dedicated and committed Financial Planning Consultant to become an integral part of our Financial Planning Team. With a ready-made client bank and exciting future business development opportunities, this role offers the perfect blend of stability and growth potential. If you are passionate about helping clients achieve their financial goals, and eager to expand your career, we want to hear from you!
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
- Undertaking focused internal and external business development activity to identify new prospects for the Financial Planning Team and then converting them to clients
- Building and maintaining technical knowledge relevant to the role
- Ensuring individual revenue targets are achieved
- Maintaining a strong network and attending events to develop this further
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:
- A Full UK Driving Licence
- A Level 4 Diploma in Financial Planning (minimum requirement)
- A Level 6 Advanced Diploma in Financial Planning (desirable)
- Detailed knowledge and understanding of Business Standards - Conduct of Business (COBS)
- Detailed knowledge and understanding of High Level Standards - Code of Conduct (COCON)
- Minimum industry experience of 2 years in an advisory role
- Good knowledge and understanding of FCA Money Laundering Section of the System & Controls Sourcebook (SYSC)
- Basic knowledge of other Accountancy services, including Audit, Tax, Insolvency, Corporate Finance, VAT and Accounting
- Excellent communication skills, in both verbal and written forms
- Able to prioritise workloads under strict deadlines and work well under pressure
- General IT skills
- Good attention to detail to ensure that reports are compiled to the highest possible quality
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 Consultant in Dumfries employer: Armstrong Watson
Armstrong Watson LLP is an exceptional employer that fosters a collaborative and values-driven work culture in Leeds, offering Finance Managers the chance to engage with a diverse client portfolio while delivering high-quality financial services. Employees benefit from tailored professional development opportunities, a supportive environment that encourages growth, and the unique advantage of working in a firm committed to making a meaningful impact across various sectors.
