At a Glance
- Tasks: Lead a team while providing essential support to Financial Planning Consultants.
- Company: Join Armstrong Watson, a rapidly growing and respected financial advisory firm.
- Benefits: Enjoy competitive salary, flexible working, and comprehensive health benefits.
- Other info: Opportunities for professional development and career growth await you.
- Why this job: Be part of a dynamic team making a real impact in financial planning.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
About Us
Build something exceptional, with us. Our ambition is clear and openly bold. 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. But growth alone is not the goal. Reputation is. And reputation is earned, not inherited. Our strategic intent is simple to say and hard to deliver. To become the most respected adviser to privately owned businesses in the North and the UK. The firm business owners talk about. The firm lawyers and bankers recommend without hesitation. To achieve this, we are building the best Accounting and Financial Advisory firm to deal with, not just in the North, but across the UK. Exceptional service, deep expertise, trusted relationships, and absolute reliability define everything we do. These are not slogans; they are standards we hold ourselves to every day. At our core, we exist for one reason, to help our clients achieve prosperity, a secure future, and peace of mind. This strategy sets the direction. Our people, our values-led culture, and our standards will deliver it.
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.
This is our moment, and our vision is clear, to build something genuinely remarkable.
The Role
As a result of continued growth across our Financial Planning Service Line, we are now recruiting for a Financial Planning Assistant Supervisor to join our Newcastle office. The main purpose of this position is to not only provide first line administrative support to our Financial Planning Consultants, but also to be a team leader for a specified group of Financial Planning Assistants. The main elements of this role will include:
- Providing relevant documentation to the Financial Planning Consultants ahead of client meetings
- Ensuring accurate completion of compliance requirements
- Ensuring that the administrative requirements are complete for the client review processes
- Responding to client queries
- Conducting 1-1 meetings, quarterly review meetings and annual goal setting meetings with direct reports
- Providing general training and development to assigned team
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
- Experience of supporting and working closely with a Financial Advisor
- Either already achieved or be willing to work towards completing a Certificate in Financial Planning qualification
- 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
- 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 & 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.
When you're with us... we're with you.
Financial Planning Assistant Supervisor employer: Armstrong Watson
Armstrong Watson is an exceptional employer, committed to fostering a values-led culture that prioritises professional standards and client relationships. Located in Newcastle, the firm offers a competitive salary, generous benefits including a Smart Working Policy, and extensive opportunities for continuous professional development, ensuring that employees can thrive both personally and professionally while contributing to the firm's ambitious growth journey.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant Supervisor
✨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.
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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.
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We think you need these skills to ace Financial Planning Assistant Supervisor
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.
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'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
✨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.
✨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 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 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.
